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 2017 | $469,000 | -0.2% | 9,582 | -0.7% | 0.05% | -3.6% |
| Q2 2017 | $470,000 | +1.5% | 9,652 | 0.0% | 0.06% | -6.8% |
| Q1 2017 | $463,000 | -6.5% | 9,652 | -7.6% | 0.06% | -10.6% |
| Q4 2016 | $495,000 | -19.0% | 10,445 | -14.5% | 0.07% | -21.4% |
| Q3 2016 | $611,000 | +13.6% | 12,211 | +14.8% | 0.08% | +5.0% |
| Q2 2016 | $538,000 | +16.7% | 10,635 | +13.9% | 0.08% | +15.9% |
| Q1 2016 | $461,000 | – | 9,341 | – | 0.07% | – |
Download | ||||||
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% |