SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,190 | +177.9% | 530,653 | +197.8% | 1.09% | +222.3% |
| Q1 2023 | $8,344 | -54.6% | 178,204 | -55.8% | 0.34% | -63.6% |
| Q4 2022 | $18,385 | -97.7% | 402,998 | +2175.0% | 0.92% | +2051.2% |
| Q2 2022 | $812,000 | -87.4% | 17,714 | -86.8% | 0.04% | -80.6% |
| Q1 2022 | $6,440,000 | +188.4% | 134,496 | +213.9% | 0.22% | +98.2% |
| Q2 2021 | $2,233,000 | +455.5% | 42,852 | +460.1% | 0.11% | +300.0% |
| Q4 2020 | $402,000 | -97.8% | 7,651 | -97.9% | 0.03% | -97.7% |
| Q2 2019 | $18,512,000 | +1145.8% | 369,211 | +1124.5% | 1.22% | +1335.3% |
| Q1 2019 | $1,486,000 | -0.5% | 30,152 | -3.0% | 0.08% | -26.7% |
| Q1 2018 | $1,494,000 | -86.7% | 31,100 | -86.5% | 0.12% | -86.6% |
| Q2 2017 | $11,254,000 | +133.8% | 231,127 | +130.1% | 0.86% | +116.3% |
| Q1 2017 | $4,813,000 | -24.1% | 100,446 | -24.9% | 0.40% | +2.6% |
| Q4 2016 | $6,341,000 | +537.9% | 133,670 | +573.3% | 0.39% | +322.8% |
| Q3 2016 | $994,000 | – | 19,852 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 244,744 | $12,382,000 | 8.72% |
| NewSquare Capital LLC | 534,826 | $27,057,000 | 6.44% |
| Prospera Financial Services Inc | 391,964 | $19,829,000 | 4.10% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 93,460 | $4,728,000 | 3.76% |
| Horan Securities, Inc. | 33,742 | $1,697,000 | 2.68% |
| Hefty Wealth Partners | 56,540 | $2,860,000 | 2.36% |
| WEALTHFRONT Corp | 1,588,654 | $80,370,000 | 2.22% |
| BSW Wealth Partners | 79,463 | $4,020,000 | 2.21% |
| BAILARD, INC. | 336,655 | $17,031,000 | 2.03% |
| AVALON CAPITAL MANAGEMENT | 47,475 | $2,402,000 | 1.88% |