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 ↓ |
|---|---|---|---|
| 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% |