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 | $1,075,326 | -9.6% | 24,607 | -4.5% | 0.14% | -5.3% |
| Q2 2023 | $1,189,220 | +23.4% | 25,763 | +25.2% | 0.15% | +14.5% |
| Q1 2023 | $963,509 | +64958.0% | 20,579 | -36.6% | 0.13% | -40.5% |
| Q4 2022 | $1,481 | -99.5% | 32,460 | +363.5% | 0.22% | +340.0% |
| Q3 2022 | $308,000 | -19.6% | 7,003 | -16.1% | 0.05% | -15.3% |
| Q2 2022 | $383,000 | – | 8,344 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 94,507 | $4,874,000 | 3.76% |
| Financial Council, LLC | 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% |