SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 135 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,268,000 | -38.9% | 26,365 | -39.7% | 0.49% | +4.3% |
| Q3 2018 | $2,075,000 | -4.6% | 43,720 | -3.6% | 0.47% | +3.1% |
| Q2 2018 | $2,176,000 | -50.8% | 45,350 | -50.7% | 0.45% | -48.5% |
| Q1 2018 | $4,419,000 | -8.0% | 91,997 | -6.2% | 0.88% | +4.9% |
| Q4 2017 | $4,801,000 | +41.1% | 98,040 | +40.9% | 0.84% | +42.4% |
| Q3 2017 | $3,402,000 | +40.5% | 69,570 | +39.9% | 0.59% | +16.7% |
| Q2 2017 | $2,422,000 | -4.8% | 49,745 | -6.3% | 0.50% | -5.1% |
| Q1 2017 | $2,543,000 | -18.0% | 53,065 | -18.8% | 0.53% | +1.7% |
| Q4 2016 | $3,100,000 | -8.0% | 65,350 | -2.8% | 0.52% | -5.3% |
| Q3 2016 | $3,368,000 | +31.8% | 67,250 | +33.2% | 0.55% | +25.3% |
| Q2 2016 | $2,555,000 | +32.8% | 50,500 | +29.5% | 0.44% | +31.4% |
| Q1 2016 | $1,924,000 | – | 38,990 | – | 0.33% | – |
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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% |