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 ↓ |
|---|---|---|---|
| SIGNET FINANCIAL MANAGEMENT, LLC | 783,324 | $16,556,000 | 5.67% |
| Continuum Advisory, LLC | 777,443 | $16,431,000 | 5.11% |
| Clear Perspectives Financial Planning, LLC | 361,497 | $7,640,000 | 3.69% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 177,015 | $3,804,000 | 3.09% |
| Altavista Wealth Management, Inc. | 581,520 | $12,290,000 | 2.68% |
| Brio Consultants, LLC | 386,036 | $8,159,000 | 2.08% |
| Newman Dignan & Sheerar, Inc. | 138,928 | $2,936,000 | 0.99% |
| Pallas Capital Advisors LLC | 288,423 | $6,146,000 | 0.86% |
| Pinnacle Wealth Planning Services, Inc. | 103,750 | $2,173,000 | 0.50% |
| WBI INVESTMENTS, LLC | 154,531 | $3,266,000 | 0.50% |