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 | $2,459,784 | +33.2% | 136,050 | +36.0% | 0.00% | – |
| Q2 2023 | $1,846,000 | -3.0% | 100,000 | 0.0% | 0.00% | – |
| Q1 2023 | $1,903,000 | -31.2% | 100,000 | -33.2% | 0.00% | -100.0% |
| Q4 2022 | $2,764,013 | -46.5% | 149,811 | -47.2% | 0.00% | 0.0% |
| Q3 2022 | $5,162,000 | +121.1% | 283,466 | +136.2% | 0.00% | 0.0% |
| Q2 2022 | $2,335,000 | -20.1% | 120,005 | -15.1% | 0.00% | 0.0% |
| Q1 2022 | $2,923,000 | +38.4% | 141,335 | +41.3% | 0.00% | – |
| Q4 2021 | $2,112,000 | +0.1% | 100,000 | 0.0% | 0.00% | – |
| Q3 2021 | $2,110,000 | -0.2% | 100,000 | 0.0% | 0.00% | – |
| Q2 2021 | $2,114,000 | +1.3% | 100,000 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $2,087,000 | -0.1% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,090,000 | +0.8% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,073,000 | +2.0% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,033,000 | +3.6% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,963,000 | +0.1% | 100,000 | 0.0% | 0.00% | – |
| Q4 2019 | $1,961,000 | +0.3% | 100,000 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $1,956,000 | -0.1% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,958,000 | +1.2% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,934,000 | +2.5% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,887,000 | -0.6% | 100,000 | 0.0% | 0.00% | – |
| Q3 2018 | $1,899,000 | -1.5% | 100,000 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $1,927,000 | +0.4% | 100,000 | 0.0% | 0.00% | – |
| Q1 2018 | $1,919,000 | -0.5% | 100,000 | 0.0% | 0.00% | – |
| Q4 2017 | $1,929,000 | -1.2% | 100,000 | 0.0% | 0.00% | – |
| Q3 2017 | $1,953,000 | +0.5% | 100,000 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $1,943,000 | -1.3% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,968,000 | -66.1% | 100,000 | -66.7% | 0.00% | -50.0% |
| Q4 2016 | $5,805,000 | -4.2% | 300,000 | -2.0% | 0.00% | 0.0% |
| Q3 2016 | $6,057,000 | +0.4% | 306,206 | +2.1% | 0.00% | 0.0% |
| Q2 2016 | $6,030,000 | +2.2% | 300,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,898,000 | +2.5% | 300,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,754,000 | +0.4% | 300,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,733,000 | -1.0% | 300,000 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,793,000 | -0.3% | 300,000 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,808,000 | +1.6% | 300,000 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,718,000 | -2.3% | 300,000 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,850,000 | -2.9% | 300,000 | -0.1% | 0.00% | 0.0% |
| Q2 2014 | $6,025,000 | +3.3% | 300,352 | -0.1% | 0.00% | 0.0% |
| Q1 2014 | $5,834,000 | +0.9% | 300,552 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $5,781,000 | -25.9% | 300,552 | -24.9% | 0.00% | -33.3% |
| Q3 2013 | $7,801,000 | -19.8% | 400,457 | -20.4% | 0.00% | -25.0% |
| Q2 2013 | $9,725,000 | – | 503,372 | – | 0.00% | – |
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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% |