SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 140 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,250,196 | -2.1% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,276,472 | -3.0% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,315,886 | +3.1% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,275,781 | +1.3% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,259,000 | -6.5% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,346,000 | -5.9% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,430,000 | -2.1% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,460,000 | +0.1% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,459,000 | -0.1% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,461,000 | +1.2% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,443,000 | -0.2% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,446,000 | +0.9% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,433,000 | +1.9% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,406,000 | +3.6% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,357,000 | +0.1% | 69,148 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,355,000 | +35.0% | 69,148 | +34.7% | 0.00% | 0.0% |
| Q3 2019 | $1,004,000 | -0.1% | 51,348 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,005,000 | +1.2% | 51,348 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $993,000 | +2.6% | 51,348 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $968,000 | -0.7% | 51,348 | 0.0% | 0.00% | – |
| Q3 2018 | $975,000 | -1.4% | 51,348 | 0.0% | 0.00% | – |
| Q2 2018 | $989,000 | +0.4% | 51,348 | 0.0% | 0.00% | – |
| Q1 2018 | $985,000 | – | 51,348 | – | 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% |