SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 76,431 | $4,012,000 | 3.46% |
| Alliance Wealth Management Group | 146,912 | $7,711,000 | 3.04% |
| RITHOLTZ WEALTH MANAGEMENT | 491,786 | $25,814,000 | 2.47% |
| Wealthfront Advisers LLC | 6,986,059 | $366,698,000 | 2.20% |
| FSA Wealth Management LLC | 83,670 | $4,392,000 | 2.20% |
| Towercrest Capital Management | 164,269 | $8,622,000 | 1.94% |
| Pacific Edge Advisors, LLC | 60,950 | $3,199,000 | 1.67% |
| Reby Advisors, LLC | 120,821 | $6,342,000 | 1.66% |
| New Potomac Partners, LLC | 43,275 | $2,272,000 | 1.64% |
| CX Institutional | 305,994 | $16,062,000 | 1.55% |