SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $278 | +2.6% | 5,930 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $271 | -100.0% | 5,930 | -86.7% | 0.00% | -91.7% |
| Q4 2019 | $2,248,000 | +4.5% | 44,448 | +4.7% | 0.02% | 0.0% |
| Q3 2019 | $2,152,000 | +1.1% | 42,448 | -0.0% | 0.02% | 0.0% |
| Q2 2019 | $2,128,000 | +1.7% | 42,449 | +0.0% | 0.02% | 0.0% |
| Q1 2019 | $2,092,000 | +2.4% | 42,448 | 0.0% | 0.02% | -7.7% |
| Q4 2018 | $2,043,000 | +8782.6% | 42,448 | +8634.2% | 0.03% | – |
| Q2 2018 | $23,000 | 0.0% | 486 | 0.0% | 0.00% | – |
| Q1 2018 | $23,000 | -4.2% | 486 | 0.0% | 0.00% | – |
| Q4 2017 | $24,000 | – | 486 | – | 0.00% | – |
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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% |