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 2023 | $1,026,819 | +241.1% | 23,497 | +303.5% | 0.01% | +57.1% |
| Q2 2020 | $301,000 | -41.2% | 5,823 | -43.2% | 0.01% | -41.7% |
| Q1 2020 | $512,000 | -78.3% | 10,243 | -79.4% | 0.01% | -20.0% |
| Q3 2018 | $2,356,000 | +1011.3% | 49,615 | +1022.8% | 0.02% | +1400.0% |
| Q2 2018 | $212,000 | -51.2% | 4,419 | -50.2% | 0.00% | -91.7% |
| Q4 2017 | $434,000 | -63.4% | 8,871 | -62.5% | 0.01% | -97.0% |
| Q3 2016 | $1,185,000 | +332.5% | 23,656 | +337.2% | 0.40% | +171.1% |
| Q2 2016 | $274,000 | – | 5,411 | – | 0.15% | – |
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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% |