SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 140 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 586,139 | $11,405,000 | 9.34% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 357,105 | $6,949,000 | 6.04% |
| Continuum Advisory, LLC | 1,229,249 | $23,921,000 | 4.35% |
| Capital Analysts, LLC | 2,775,643 | $54,014,000 | 3.76% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 932,170 | $18,140,000 | 3.45% |
| Good Life Advisors, LLC | 1,115,895 | $21,715,000 | 3.02% |
| Brio Consultants, LLC | 533,509 | $10,377,000 | 2.36% |
| Aspire Private Capital, LLC | 314,709 | $6,124,000 | 2.19% |
| Fermata Advisors, LLC | 304,538 | $5,926,000 | 2.07% |
| Leeward Financial Partners, LLC | 127,594 | $2,483,000 | 1.70% |