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 | $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 ↓ |
|---|---|---|---|
| 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% |