SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 337 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $27,888 | -1.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $28,200 | -19.8% | 600 | -25.5% | 0.00% | -50.0% |
| Q3 2023 | $35,179 | +27.0% | 805 | +34.2% | 0.00% | +100.0% |
| Q2 2023 | $27,696 | -15.5% | 600 | -14.3% | 0.00% | -50.0% |
| Q1 2023 | $32,774 | +102318.8% | 700 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $32 | -99.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -16.2% | 700 | -12.5% | 0.00% | -50.0% |
| Q2 2022 | $37,000 | -19.6% | 800 | -17.5% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | -8.0% | 970 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | – | 970 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Logan Stone Capital, LLC | 136,185 | $7,045,000 | 7.02% |
| Aquire Wealth Advisors, LLC | 176,937 | $9,153,000 | 4.79% |
| Revolve Wealth Partners, LLC | 253,258 | $13,101,000 | 3.77% |
| Newport Capital Group, LLC | 91,574 | $4,740,000 | 3.51% |
| Wealthfront Advisers LLC | 12,395,847 | $641,237,000 | 2.71% |
| Financial Council, LLC | 41,813 | $2,163,000 | 2.58% |
| Alliance Wealth Management Group | 155,769 | $8,058,000 | 2.50% |
| FSA Wealth Management LLC | 75,332 | $3,897,000 | 2.27% |
| New Potomac Partners, LLC | 60,460 | $3,128,000 | 2.03% |
| Towercrest Capital Management | 182,845 | $9,459,000 | 1.73% |