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 ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 785,394 | $15,366,000 | 5.76% |
| Altavista Wealth Management, Inc. | 261,454 | $5,115,000 | 1.59% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 288,324 | $5,622,000 | 1.10% |
| Pinnacle Wealth Planning Services, Inc. | 43,717 | $855,000 | 0.47% |
| Continuum Advisory, LLC | 34,480 | $674,000 | 0.45% |
| Newman Dignan & Sheerar, Inc. | 34,879 | $682,000 | 0.32% |
| RDA Financial Network | 27,109 | $530,000 | 0.23% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 70,534 | $1,380,000 | 0.13% |
| FormulaFolio Investments, LLC | 153,733 | $3,008,000 | 0.12% |
| FLOW TRADERS U.S. LLC | 82,209 | $1,608,000 | 0.11% |