SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 137 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,173 | -2.8% | 29,545 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $549,375 | -15.6% | 29,760 | -13.0% | 0.00% | 0.0% |
| Q1 2023 | $651,074 | -17.6% | 34,213 | -20.1% | 0.00% | 0.0% |
| Q4 2022 | $789,900 | +7.0% | 42,813 | +5.7% | 0.00% | 0.0% |
| Q3 2022 | $738,000 | -13.4% | 40,519 | -7.4% | 0.00% | -50.0% |
| Q2 2022 | $852,000 | -11.9% | 43,763 | -6.4% | 0.00% | 0.0% |
| Q1 2022 | $967,000 | +58.8% | 46,747 | +62.2% | 0.00% | +100.0% |
| Q4 2021 | $609,000 | +119.1% | 28,818 | +118.8% | 0.00% | – |
| Q3 2021 | $278,000 | – | 13,168 | – | 0.00% | – |
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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% |