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 | $498,231 | -2.1% | 27,557 | 0.0% | 0.00% | – |
| Q2 2023 | $508,702 | -2.4% | 27,557 | +0.6% | 0.00% | – |
| Q1 2023 | $521,422 | +3.1% | 27,400 | 0.0% | 0.00% | – |
| Q4 2022 | $505,530 | +1.1% | 27,400 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $500,000 | -6.4% | 27,400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $534,000 | -10.7% | 27,400 | -5.2% | 0.00% | 0.0% |
| Q1 2022 | $598,000 | -3.5% | 28,900 | -1.7% | 0.00% | 0.0% |
| Q4 2021 | $620,000 | +1.3% | 29,400 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $612,000 | +297.4% | 29,000 | +270.3% | 0.00% | – |
| Q1 2020 | $154,000 | 0.0% | 7,832 | 0.0% | 0.00% | – |
| Q4 2019 | $154,000 | +0.7% | 7,832 | 0.0% | 0.00% | – |
| Q3 2019 | $153,000 | 0.0% | 7,832 | 0.0% | 0.00% | – |
| Q2 2019 | $153,000 | +1.3% | 7,832 | 0.0% | 0.00% | – |
| Q1 2019 | $151,000 | – | 7,832 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 490,533 | $10,144,000 | 7.13% |
| ODonnell Financial Services, LLC | 610,000 | $12,615,000 | 5.74% |
| Continuum Advisory, LLC | 1,194,362 | $24,293,000 | 4.61% |
| Capital Analysts, LLC | 2,730,870 | $56,474,000 | 3.58% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 892,532 | $18,458,000 | 3.09% |
| Good Life Advisors, LLC | 1,173,107 | $24,260,000 | 3.03% |
| Private Wealth Group, LLC | 162,061 | $3,351,000 | 2.47% |
| Fermata Advisors, LLC | 307,200 | $6,353,000 | 2.38% |
| Aspire Private Capital, LLC | 307,160 | $6,352,000 | 2.03% |
| Brio Consultants, LLC | 444,282 | $9,188,000 | 1.96% |