SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 304 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $242,434 | +2.6% | 5,178 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $236,220 | +3.6% | 5,178 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $228,000 | -18.0% | 5,178 | -14.6% | 0.00% | 0.0% |
| Q2 2022 | $278,000 | -4.1% | 6,064 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $290,000 | -7.6% | 6,064 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $314,000 | +0.3% | 6,064 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $313,000 | -0.9% | 6,064 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $316,000 | +1.0% | 6,064 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | -1.6% | 6,064 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $318,000 | +1.0% | 6,064 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $315,000 | +0.6% | 6,064 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $313,000 | – | 6,064 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 273,480 | $13,316,000 | 6.47% |
| RITHOLTZ WEALTH MANAGEMENT | 215,610 | $10,498,000 | 4.41% |
| WEALTHFRONT Corp | 5,366,547 | $261,297,000 | 3.92% |
| Alliance Wealth Management Group | 96,374 | $4,693,000 | 2.63% |
| Invst, LLC | 35,693 | $1,710,000 | 2.43% |
| BAILARD, INC. | 527,680 | $25,693,000 | 2.09% |
| Hefty Wealth Partners | 59,127 | $2,878,000 | 1.97% |
| Betterment LLC | 3,858,732 | $187,882,000 | 1.96% |
| Horan Securities, Inc. | 35,631 | $1,733,000 | 1.85% |
| SRS Capital Advisors, Inc. | 72,115 | $3,502,000 | 1.68% |