SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 136 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,062 | -21.9% | 22,127 | -20.2% | 0.14% | -25.5% |
| Q2 2023 | $512,173 | -5.7% | 27,745 | -2.8% | 0.19% | -10.5% |
| Q1 2023 | $542,983 | -63.9% | 28,533 | -65.0% | 0.21% | -66.6% |
| Q4 2022 | $1,505,114 | -4.1% | 81,578 | -5.3% | 0.63% | -17.9% |
| Q3 2022 | $1,569,000 | +379.8% | 86,162 | +411.0% | 0.76% | +384.2% |
| Q2 2022 | $327,000 | +1.9% | 16,860 | +8.6% | 0.16% | +12.9% |
| Q1 2022 | $321,000 | -59.5% | 15,522 | -58.6% | 0.14% | -61.0% |
| Q4 2021 | $793,000 | -6.3% | 37,532 | -6.4% | 0.36% | -13.9% |
| Q3 2021 | $846,000 | +0.5% | 40,098 | +0.7% | 0.42% | -2.8% |
| Q2 2021 | $842,000 | – | 39,830 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SIGNET FINANCIAL MANAGEMENT, LLC | 783,324 | $16,556,000 | 5.67% |
| Continuum Advisory, LLC | 777,443 | $16,431,000 | 5.11% |
| Clear Perspectives Financial Planning, LLC | 361,497 | $7,640,000 | 3.69% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 177,015 | $3,804,000 | 3.09% |
| Altavista Wealth Management, Inc. | 581,520 | $12,290,000 | 2.68% |
| Brio Consultants, LLC | 386,036 | $8,159,000 | 2.08% |
| Newman Dignan & Sheerar, Inc. | 138,928 | $2,936,000 | 0.99% |
| Pallas Capital Advisors LLC | 288,423 | $6,146,000 | 0.86% |
| Pinnacle Wealth Planning Services, Inc. | 103,750 | $2,173,000 | 0.50% |
| WBI INVESTMENTS, LLC | 154,531 | $3,266,000 | 0.50% |