SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 304 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $24,511 | -60.5% | 531 | -59.2% | 0.00% | -66.7% |
| Q2 2018 | $62,000 | -48.3% | 1,300 | -48.0% | 0.01% | -45.5% |
| Q1 2018 | $120,000 | -57.9% | 2,500 | -57.0% | 0.01% | -57.7% |
| Q4 2017 | $285,000 | +10.5% | 5,817 | +10.4% | 0.03% | 0.0% |
| Q3 2017 | $258,000 | +0.8% | 5,267 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $256,000 | -4.8% | 5,267 | -6.1% | 0.03% | -10.3% |
| Q1 2017 | $269,000 | +7.6% | 5,612 | +6.6% | 0.03% | 0.0% |
| Q4 2016 | $250,000 | – | 5,267 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 76,431 | $4,012,000 | 3.46% |
| Alliance Wealth Management Group | 146,912 | $7,711,000 | 3.04% |
| RITHOLTZ WEALTH MANAGEMENT | 491,786 | $25,814,000 | 2.47% |
| Wealthfront Advisers LLC | 6,986,059 | $366,698,000 | 2.20% |
| FSA Wealth Management LLC | 83,670 | $4,392,000 | 2.20% |
| Towercrest Capital Management | 164,269 | $8,622,000 | 1.94% |
| Pacific Edge Advisors, LLC | 60,950 | $3,199,000 | 1.67% |
| Reby Advisors, LLC | 120,821 | $6,342,000 | 1.66% |
| New Potomac Partners, LLC | 43,275 | $2,272,000 | 1.64% |
| CX Institutional | 305,994 | $16,062,000 | 1.55% |