SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 63 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $435,762 | -2.4% | 23,491 | -1.9% | 0.02% | +5.3% |
| Q1 2024 | $446,324 | -7.6% | 23,944 | -7.9% | 0.02% | -26.9% |
| Q4 2023 | $483,180 | +2.6% | 25,991 | -0.3% | 0.03% | -10.3% |
| Q3 2023 | $471,038 | -96.6% | 26,067 | -96.5% | 0.03% | -95.4% |
| Q2 2023 | $13,887,655 | +5.5% | 753,535 | +8.2% | 0.63% | -49.0% |
| Q1 2023 | $13,159,564 | +28.2% | 696,642 | +27.0% | 1.23% | +18.5% |
| Q4 2022 | $10,263,285 | -10.3% | 548,545 | -12.5% | 1.04% | -18.4% |
| Q3 2022 | $11,442,000 | -0.1% | 626,974 | +7.8% | 1.27% | -19.2% |
| Q2 2022 | $11,459,000 | -5.7% | 581,665 | -2.8% | 1.58% | +1.5% |
| Q1 2022 | $12,157,000 | +4.4% | 598,266 | +6.8% | 1.55% | +9.4% |
| Q4 2021 | $11,649,000 | +24.7% | 560,045 | +26.9% | 1.42% | +38.3% |
| Q3 2021 | $9,345,000 | +52.1% | 441,420 | +53.0% | 1.03% | +19.0% |
| Q2 2021 | $6,146,000 | +20.4% | 288,423 | +20.0% | 0.86% | -24.2% |
| Q1 2021 | $5,106,000 | – | 240,303 | – | 1.14% | – |
Download | ||||||
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% |