SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 133 filers reported holding SPDR SER TR in Q1 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 ↓ |
|---|---|---|---|
| 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% |