SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $258,000 | -6.5% | 5,397 | +1.1% | 0.02% | -4.0% |
| Q4 2021 | $276,000 | +26.0% | 5,339 | +25.6% | 0.02% | +13.6% |
| Q3 2021 | $219,000 | +6.3% | 4,250 | +7.4% | 0.02% | +4.8% |
| Q2 2021 | $206,000 | -1.9% | 3,959 | -5.3% | 0.02% | -25.0% |
| Q2 2019 | $210,000 | -39.0% | 4,181 | -40.1% | 0.03% | -41.7% |
| Q1 2019 | $344,000 | +71.1% | 6,981 | +67.5% | 0.05% | +50.0% |
| Q4 2018 | $201,000 | -35.0% | 4,168 | -35.9% | 0.03% | -22.0% |
| Q3 2018 | $309,000 | +8.0% | 6,507 | +9.3% | 0.04% | +86.4% |
| Q2 2018 | $286,000 | – | 5,952 | – | 0.02% | – |
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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% |