SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 158 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,706,000 | +10.1% | 32,843 | +9.6% | 1.24% | +4.5% |
| Q2 2020 | $1,549,000 | -8.7% | 29,978 | -11.7% | 1.19% | -20.9% |
| Q1 2020 | $1,697,000 | -22.8% | 33,938 | -21.9% | 1.50% | +7.4% |
| Q4 2019 | $2,197,000 | +10.6% | 43,428 | +10.8% | 1.40% | +4.2% |
| Q3 2019 | $1,987,000 | -0.4% | 39,198 | -0.7% | 1.34% | +5.0% |
| Q2 2019 | $1,994,000 | +2.2% | 39,463 | -0.3% | 1.28% | -1.6% |
| Q1 2019 | $1,951,000 | +2.6% | 39,593 | +0.2% | 1.30% | -6.8% |
| Q4 2018 | $1,901,000 | +6.7% | 39,497 | +5.3% | 1.40% | +30.6% |
| Q3 2018 | $1,781,000 | +1.6% | 37,517 | +2.7% | 1.07% | -0.8% |
| Q2 2018 | $1,753,000 | +1.4% | 36,543 | +1.6% | 1.08% | +0.1% |
| Q1 2018 | $1,728,000 | +1.3% | 35,984 | +3.3% | 1.08% | +5.8% |
| Q4 2017 | $1,706,000 | +4.5% | 34,829 | +4.4% | 1.02% | +1.1% |
| Q3 2017 | $1,632,000 | +0.2% | 33,376 | -0.2% | 1.01% | -3.8% |
| Q2 2017 | $1,628,000 | -1.6% | 33,438 | -3.2% | 1.05% | -3.0% |
| Q1 2017 | $1,655,000 | +3.0% | 34,534 | +1.9% | 1.08% | +2.7% |
| Q4 2016 | $1,607,000 | +6.1% | 33,877 | +12.1% | 1.05% | -0.1% |
| Q3 2016 | $1,514,000 | +10.1% | 30,229 | +11.2% | 1.05% | +6.0% |
| Q2 2016 | $1,375,000 | +2.8% | 27,185 | +0.2% | 0.99% | +3.7% |
| Q1 2016 | $1,338,000 | – | 27,122 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 552,328 | $27,694,000 | 4.73% |
| Private Wealth Group, LLC | 82,026 | $4,113,000 | 3.74% |
| Alliance Wealth Management Group | 145,378 | $7,289,000 | 3.57% |
| Financial Engines Advisors L.L.C. | 10,685,694 | $548,606,000 | 3.21% |
| Wealthfront Advisers LLC | 5,704,091 | $286,003,000 | 2.48% |
| BSW Wealth Partners | 115,021 | $5,767,000 | 2.18% |
| Towercrest Capital Management | 145,378 | $7,289,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 256,633 | $12,868,000 | 1.96% |
| NewSquare Capital LLC | 213,253 | $10,693,000 | 1.95% |
| CX Institutional | 221,702 | $11,116,000 | 1.76% |