SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 273,480 | $13,316,000 | 6.47% |
| RITHOLTZ WEALTH MANAGEMENT | 215,610 | $10,498,000 | 4.41% |
| WEALTHFRONT Corp | 5,366,547 | $261,297,000 | 3.92% |
| Alliance Wealth Management Group | 96,374 | $4,693,000 | 2.63% |
| Invst, LLC | 35,693 | $1,710,000 | 2.43% |
| BAILARD, INC. | 527,680 | $25,693,000 | 2.09% |
| Hefty Wealth Partners | 59,127 | $2,878,000 | 1.97% |
| Betterment LLC | 3,858,732 | $187,882,000 | 1.96% |
| Horan Securities, Inc. | 35,631 | $1,733,000 | 1.85% |
| SRS Capital Advisors, Inc. | 72,115 | $3,502,000 | 1.68% |