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 | $231,820 | -15.2% | 12,829 | -13.6% | 0.03% | -13.3% |
| Q2 2023 | $273,425 | -9.5% | 14,852 | -6.4% | 0.03% | -6.2% |
| Q1 2023 | $302,120 | +61.6% | 15,876 | +56.6% | 0.03% | +45.5% |
| Q4 2022 | $187,009 | -3.1% | 10,136 | -3.1% | 0.02% | -4.3% |
| Q3 2022 | $193,000 | -17.9% | 10,464 | -10.6% | 0.02% | -17.9% |
| Q2 2022 | $235,000 | -7.5% | 11,702 | -4.6% | 0.03% | -6.7% |
| Q1 2022 | $254,000 | -9.3% | 12,267 | -8.8% | 0.03% | -16.7% |
| Q4 2021 | $280,000 | – | 13,448 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Continuum Advisory, LLC | 496,168 | $10,372,000 | 4.72% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 611,823 | $12,790,000 | 2.59% |
| Altavista Wealth Management, Inc. | 473,583 | $9,900,000 | 2.51% |
| Brio Consultants, LLC | 342,188 | $7,153,000 | 2.31% |
| Clear Perspectives Financial Planning, LLC | 41,275 | $863,000 | 0.55% |
| Newman Dignan & Sheerar, Inc. | 89,100 | $1,863,000 | 0.30% |
| Pinnacle Wealth Planning Services, Inc. | 59,265 | $1,219,000 | 0.29% |
| V Wealth Advisors LLC | 45,894 | $959,000 | 0.20% |
| CreativeOne Wealth, LLC | 110,092 | $2,301,000 | 0.19% |
| Mutual Advisors, LLC | 79,581 | $1,664,000 | 0.12% |