SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 139 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $767,587 | -31.5% | 41,480 | -31.6% | 0.54% | -35.5% |
| Q1 2024 | $1,120,054 | -54.8% | 60,609 | -54.7% | 0.83% | -58.8% |
| Q4 2023 | $2,475,494 | -46.6% | 133,666 | -47.7% | 2.01% | -51.0% |
| 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% | – |
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% |