SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 31 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |