SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 133 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,077 | -2.1% | 16,210 | 0.0% | 0.32% | +3.9% |
| Q2 2023 | $299,237 | -3.0% | 16,210 | 0.0% | 0.31% | -13.2% |
| Q1 2023 | $308,477 | +3.1% | 16,210 | 0.0% | 0.36% | -1.9% |
| Q4 2022 | $299,074 | +1.4% | 16,210 | 0.0% | 0.36% | +2.8% |
| Q3 2022 | $295,000 | -24.9% | 16,210 | -19.8% | 0.35% | -17.9% |
| Q2 2022 | $393,000 | -6.0% | 20,210 | 0.0% | 0.43% | +23.9% |
| Q1 2022 | $418,000 | -2.1% | 20,210 | 0.0% | 0.35% | +5.1% |
| Q4 2021 | $427,000 | – | 20,210 | – | 0.33% | – |
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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% |