SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 153 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $83,412,000 | +4.6% | 1,705,424 | +4.1% | 0.50% | -1.6% |
| Q2 2017 | $79,737,000 | +8.6% | 1,637,653 | +6.9% | 0.51% | +3.0% |
| Q1 2017 | $73,418,000 | +39.0% | 1,532,089 | +37.6% | 0.49% | +26.2% |
| Q4 2016 | $52,836,000 | -4.5% | 1,113,738 | +0.8% | 0.39% | -11.2% |
| Q3 2016 | $55,315,000 | +4.5% | 1,104,539 | +5.6% | 0.44% | -1.6% |
| Q2 2016 | $52,930,000 | +9.5% | 1,046,260 | +6.8% | 0.45% | +3.5% |
| Q1 2016 | $48,323,000 | – | 979,447 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Logan Stone Capital, LLC | 136,185 | $7,045,000 | 7.02% |
| Aquire Wealth Advisors, LLC | 176,937 | $9,153,000 | 4.79% |
| Revolve Wealth Partners, LLC | 253,258 | $13,101,000 | 3.77% |
| Newport Capital Group, LLC | 91,574 | $4,740,000 | 3.51% |
| Wealthfront Advisers LLC | 12,395,847 | $641,237,000 | 2.71% |
| Financial Council, LLC | 41,813 | $2,163,000 | 2.58% |
| Alliance Wealth Management Group | 155,769 | $8,058,000 | 2.50% |
| FSA Wealth Management LLC | 75,332 | $3,897,000 | 2.27% |
| New Potomac Partners, LLC | 60,460 | $3,128,000 | 2.03% |
| Towercrest Capital Management | 182,845 | $9,459,000 | 1.73% |