SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 145 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $403,806 | -35.7% | 21,851 | -35.2% | 0.24% | +55.6% |
| Q1 2024 | $628,392 | -23.1% | 33,712 | -23.3% | 0.15% | -68.9% |
| Q4 2023 | $817,514 | +2.8% | 43,976 | 0.0% | 0.48% | +80.3% |
| Q3 2023 | $795,086 | -11.6% | 43,976 | -9.7% | 0.27% | -19.0% |
| Q2 2023 | $899,482 | -3.0% | 48,726 | 0.0% | 0.33% | -11.2% |
| Q1 2023 | $927,256 | – | 48,726 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 305,917 | $5,653,346 | 3.73% |
| Brio Consultants, LLC | 762,735 | $14,095,345 | 2.32% |
| Hibernia Wealth Partners, LLC | 232,681 | $4,299,966 | 1.50% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 528,995 | $9,775,833 | 1.32% |
| Aspire Private Capital, LLC | 273,772 | $5,059,302 | 1.30% |
| NAPA WEALTH MANAGEMENT | 72,734 | $1,344,124 | 0.91% |
| ST GERMAIN D J CO INC | 939,924 | $17,369,796 | 0.84% |
| Continuum Advisory, LLC | 288,937 | $5,339,554 | 0.77% |
| Retireful, LLC | 86,952 | $1,606,873 | 0.76% |
| Redwood Financial Network Corp | 38,252 | $706,903 | 0.59% |