SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $236,000 | -2.1% | 5,362 | +2.0% | 0.01% | +12.5% |
| Q2 2022 | $241,000 | -6.9% | 5,255 | -2.9% | 0.01% | 0.0% |
| Q1 2022 | $259,000 | -22.5% | 5,414 | -16.2% | 0.01% | -11.1% |
| Q4 2021 | $334,000 | +0.3% | 6,460 | +0.1% | 0.01% | -10.0% |
| Q3 2021 | $333,000 | +8.1% | 6,454 | +9.1% | 0.01% | +11.1% |
| Q2 2021 | $308,000 | -24.1% | 5,917 | -24.7% | 0.01% | -30.8% |
| Q1 2021 | $406,000 | +4.6% | 7,854 | +6.3% | 0.01% | 0.0% |
| Q4 2020 | $388,000 | +1.3% | 7,387 | +0.3% | 0.01% | -13.3% |
| Q3 2020 | $383,000 | +26.0% | 7,368 | +25.2% | 0.02% | +15.4% |
| Q2 2020 | $304,000 | +5.2% | 5,885 | +1.8% | 0.01% | -23.5% |
| Q1 2020 | $289,000 | – | 5,783 | – | 0.02% | – |
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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% |