SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 336 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,240,324 | -8.4% | 51,266 | -3.3% | 0.28% | -5.2% |
| Q2 2023 | $2,446,480 | +1.1% | 53,000 | +2.6% | 0.29% | -4.0% |
| Q1 2023 | $2,419,658 | +61.3% | 51,680 | +51.5% | 0.30% | +39.8% |
| Q3 2022 | $1,500,000 | +98.4% | 34,101 | +109.2% | 0.22% | +113.9% |
| Q2 2022 | $756,000 | +13.0% | 16,301 | +12.5% | 0.10% | +23.2% |
| Q1 2022 | $669,000 | – | 14,495 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 552,328 | $27,694,000 | 4.73% |
| Private Wealth Group, LLC | 82,026 | $4,113,000 | 3.74% |
| Alliance Wealth Management Group | 145,378 | $7,289,000 | 3.57% |
| Financial Engines Advisors L.L.C. | 10,685,694 | $548,606,000 | 3.21% |
| Wealthfront Advisers LLC | 5,704,091 | $286,003,000 | 2.48% |
| BSW Wealth Partners | 115,021 | $5,767,000 | 2.18% |
| Towercrest Capital Management | 145,378 | $7,289,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 256,633 | $12,868,000 | 1.96% |
| NewSquare Capital LLC | 213,253 | $10,693,000 | 1.95% |
| CX Institutional | 221,702 | $11,116,000 | 1.76% |