SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 133 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 550,877 | $10,031,000 | 34.93% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 338,541 | $6,165,000 | 5.81% |
| Continuum Advisory, LLC | 1,303,547 | $23,738,000 | 4.19% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 1,020,410 | $18,582,000 | 3.64% |
| Capital Analysts, LLC | 2,849,907 | $51,897,000 | 3.58% |
| Good Life Advisors, LLC | 1,251,469 | $22,789,000 | 3.36% |
| Shorepoint Capital Partners LLC | 309,135 | $5,629,000 | 2.69% |
| Aspire Private Capital, LLC | 328,143 | $5,975,000 | 2.27% |
| Brio Consultants, LLC | 572,480 | $10,522,000 | 2.22% |
| Fermata Advisors, LLC | 339,318 | $6,179,000 | 2.01% |