SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 98 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,632,357 | -29.2% | 255,790 | -27.9% | 4.11% | -16.6% |
| Q2 2023 | $6,538,290 | +13.1% | 354,956 | +16.9% | 4.92% | -7.7% |
| Q1 2023 | $5,779,209 | +70.7% | 303,689 | +65.5% | 5.34% | +67.5% |
| Q4 2022 | $3,385,804 | -45.1% | 183,512 | -45.8% | 3.19% | -45.1% |
| Q3 2022 | $6,165,000 | -11.3% | 338,541 | -5.2% | 5.81% | -3.8% |
| Q2 2022 | $6,949,000 | -31.5% | 357,105 | -27.2% | 6.04% | -15.4% |
| Q1 2022 | $10,144,000 | +45.1% | 490,533 | +48.2% | 7.13% | +45.3% |
| Q4 2021 | $6,991,000 | – | 331,025 | – | 4.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 490,533 | $10,144,000 | 7.13% |
| ODonnell Financial Services, LLC | 610,000 | $12,615,000 | 5.74% |
| Continuum Advisory, LLC | 1,194,362 | $24,293,000 | 4.61% |
| Capital Analysts, LLC | 2,730,870 | $56,474,000 | 3.58% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 892,532 | $18,458,000 | 3.09% |
| Good Life Advisors, LLC | 1,173,107 | $24,260,000 | 3.03% |
| Private Wealth Group, LLC | 162,061 | $3,351,000 | 2.47% |
| Fermata Advisors, LLC | 307,200 | $6,353,000 | 2.38% |
| Aspire Private Capital, LLC | 307,160 | $6,352,000 | 2.03% |
| Brio Consultants, LLC | 444,282 | $9,188,000 | 1.96% |