SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,192,000 | -12.0% | 61,887 | -11.1% | 0.64% | -14.7% |
| Q2 2021 | $3,626,000 | +11.9% | 69,584 | +10.9% | 0.76% | +3.3% |
| Q1 2021 | $3,240,000 | +18.7% | 62,718 | +20.6% | 0.73% | +7.2% |
| Q4 2020 | $2,729,000 | +10.8% | 51,984 | +9.6% | 0.68% | -3.7% |
| Q3 2020 | $2,462,000 | -0.7% | 47,416 | -1.2% | 0.71% | -11.4% |
| Q2 2020 | $2,479,000 | +11.6% | 47,983 | +8.0% | 0.80% | -10.3% |
| Q1 2020 | $2,222,000 | – | 44,442 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 94,507 | $4,874,000 | 3.76% |
| Financial Council Asset Management Inc | 41,999 | $2,166,000 | 3.06% |
| FSA Wealth Management LLC | 82,175 | $4,238,000 | 2.64% |
| Alliance Wealth Management Group | 155,315 | $8,010,000 | 2.60% |
| New Potomac Partners, LLC | 61,110 | $3,151,000 | 2.18% |
| RITHOLTZ WEALTH MANAGEMENT | 550,054 | $28,366,000 | 1.97% |
| Pacific Edge Advisors, LLC | 74,350 | $3,834,000 | 1.86% |
| Wealthfront Advisers LLC | 7,574,355 | $390,610,000 | 1.81% |
| Towercrest Capital Management | 182,604 | $9,417,000 | 1.78% |
| McAdam, LLC | 248,884 | $12,835,000 | 1.43% |