SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 132 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $986,880 | -1.8% | 53,403 | -0.9% | 0.03% | -3.7% |
| Q1 2024 | $1,004,515 | -26.6% | 53,890 | -26.8% | 0.03% | -32.5% |
| Q4 2023 | $1,368,116 | -4.6% | 73,594 | -7.3% | 0.04% | -18.4% |
| 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 ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 305,917 | $5,653,346 | 3.73% |
| Brio Consultants, LLC | 762,735 | $14,095,345 | 2.32% |
| Hibernia Wealth Partners, LLC | 232,681 | $4,299,966 | 1.50% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 528,995 | $9,775,833 | 1.32% |
| Aspire Private Capital, LLC | 273,772 | $5,059,302 | 1.30% |
| NAPA WEALTH MANAGEMENT | 72,734 | $1,344,124 | 0.91% |
| ST GERMAIN D J CO INC | 939,924 | $17,369,796 | 0.84% |
| Continuum Advisory, LLC | 288,937 | $5,339,554 | 0.77% |
| Retireful, LLC | 86,952 | $1,606,873 | 0.76% |
| Redwood Financial Network Corp | 38,252 | $706,903 | 0.59% |