SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 340 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |