SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 237 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,514,000 | +2.2% | 29,314 | +3.9% | 0.47% | -5.5% |
| Q4 2020 | $1,481,000 | +5.5% | 28,220 | +4.4% | 0.49% | -11.6% |
| Q3 2020 | $1,404,000 | +5.0% | 27,031 | +4.5% | 0.56% | -6.8% |
| Q2 2020 | $1,337,000 | +4.5% | 25,878 | +1.2% | 0.60% | -13.7% |
| Q1 2020 | $1,279,000 | -1.4% | 25,572 | -0.2% | 0.70% | +33.4% |
| Q4 2019 | $1,297,000 | -4.8% | 25,635 | -4.6% | 0.52% | -11.8% |
| Q3 2019 | $1,362,000 | +0.6% | 26,868 | -0.5% | 0.59% | -1.7% |
| Q2 2019 | $1,354,000 | -9.7% | 27,009 | -11.2% | 0.60% | -12.3% |
| Q1 2019 | $1,499,000 | +1.3% | 30,411 | -1.1% | 0.68% | -10.5% |
| Q4 2018 | $1,480,000 | +1.2% | 30,764 | -0.1% | 0.76% | +17.0% |
| Q3 2018 | $1,462,000 | -4.1% | 30,792 | -3.0% | 0.65% | -8.8% |
| Q2 2018 | $1,524,000 | +0.4% | 31,756 | +0.5% | 0.72% | -3.0% |
| Q1 2018 | $1,518,000 | -1.1% | 31,607 | +0.8% | 0.74% | +2.5% |
| Q4 2017 | $1,535,000 | +2.3% | 31,353 | +2.2% | 0.72% | -17.8% |
| Q3 2017 | $1,500,000 | -9.5% | 30,675 | -11.4% | 0.88% | +4.0% |
| Q1 2017 | $1,658,000 | – | 34,606 | – | 0.84% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 244,744 | $12,382,000 | 8.72% |
| NewSquare Capital LLC | 534,826 | $27,057,000 | 6.44% |
| Prospera Financial Services Inc | 391,964 | $19,829,000 | 4.10% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 93,460 | $4,728,000 | 3.76% |
| Horan Securities, Inc. | 33,742 | $1,697,000 | 2.68% |
| Hefty Wealth Partners | 56,540 | $2,860,000 | 2.36% |
| WEALTHFRONT Corp | 1,588,654 | $80,370,000 | 2.22% |
| BSW Wealth Partners | 79,463 | $4,020,000 | 2.21% |
| BAILARD, INC. | 336,655 | $17,031,000 | 2.03% |
| AVALON CAPITAL MANAGEMENT | 47,475 | $2,402,000 | 1.88% |