SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 123 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,434,615 | +0.1% | 79,348 | +2.2% | 0.05% | -52.9% |
| Q2 2023 | $1,433,383 | +10.6% | 77,648 | +14.0% | 0.10% | +6.1% |
| Q1 2023 | $1,296,266 | -11.6% | 68,117 | -14.3% | 0.10% | -19.0% |
| Q4 2022 | $1,466,978 | +33.4% | 79,511 | +31.6% | 0.12% | +16.3% |
| Q3 2022 | $1,100,000 | -0.9% | 60,417 | +6.0% | 0.10% | +2.0% |
| Q2 2022 | $1,110,000 | +45.9% | 57,010 | +55.0% | 0.10% | +72.9% |
| Q1 2022 | $761,000 | – | 36,792 | – | 0.06% | – |
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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% |