SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 320 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $782,000 | -6.6% | 17,782 | -2.6% | 0.02% | -4.0% |
| Q2 2022 | $837,000 | -8.7% | 18,249 | -4.7% | 0.02% | -16.7% |
| Q1 2022 | $917,000 | -7.9% | 19,159 | -0.5% | 0.03% | -6.2% |
| Q4 2021 | $996,000 | +2.3% | 19,254 | +2.0% | 0.03% | -11.1% |
| Q3 2021 | $974,000 | -1.5% | 18,879 | -0.6% | 0.04% | -10.0% |
| Q2 2021 | $989,000 | -1.7% | 18,984 | -2.6% | 0.04% | -25.9% |
| Q1 2021 | $1,006,000 | -1.8% | 19,482 | -0.2% | 0.05% | -10.0% |
| Q4 2020 | $1,024,000 | +1.4% | 19,517 | +0.3% | 0.06% | -13.0% |
| Q3 2020 | $1,010,000 | -1.2% | 19,450 | -1.6% | 0.07% | -10.4% |
| Q2 2020 | $1,022,000 | +0.6% | 19,776 | -2.6% | 0.08% | -19.8% |
| Q1 2020 | $1,016,000 | – | 20,310 | – | 0.10% | – |
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% |