SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 137 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $301,076 | -51.2% | 15,821 | -52.6% | 0.18% | -0.5% |
| Q4 2022 | $616,398 | -90.0% | 33,405 | -90.2% | 0.18% | -90.9% |
| Q3 2022 | $6,179,000 | +4.3% | 339,318 | +11.4% | 2.01% | -2.7% |
| Q2 2022 | $5,926,000 | -6.7% | 304,538 | -0.9% | 2.07% | -13.3% |
| Q1 2022 | $6,353,000 | +6.6% | 307,200 | +8.9% | 2.38% | +9.2% |
| Q4 2021 | $5,959,000 | +23.8% | 282,122 | +23.6% | 2.18% | +2.6% |
| Q3 2021 | $4,815,000 | – | 228,174 | – | 2.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Continuum Advisory, LLC | 708,828 | $14,885,000 | 6.20% |
| Clear Perspectives Financial Planning, LLC | 343,140 | $7,161,000 | 4.15% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 715,044 | $14,923,000 | 2.80% |
| Altavista Wealth Management, Inc. | 492,990 | $10,289,000 | 2.51% |
| Brio Consultants, LLC | 354,341 | $7,395,000 | 2.18% |
| Pallas Capital Advisors LLC | 240,303 | $5,106,000 | 1.14% |
| Newman Dignan & Sheerar, Inc. | 135,282 | $2,823,000 | 1.02% |
| Pinnacle Wealth Planning Services, Inc. | 98,185 | $2,029,000 | 0.52% |
| V Wealth Advisors LLC | 50,199 | $1,048,000 | 0.19% |
| FormulaFolio Investments, LLC | 27,500 | $583,000 | 0.19% |