SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 316 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $594 | -55.3% | 12,865 | -54.7% | 0.24% | -58.5% |
| Q1 2023 | $1,329 | +14.0% | 28,378 | +11.1% | 0.59% | +39.8% |
| Q4 2022 | $1,166 | -99.7% | 25,550 | +184.5% | 0.42% | +217.3% |
| Q1 2022 | $430,000 | -80.7% | 8,982 | -79.1% | 0.13% | -66.6% |
| Q4 2021 | $2,225,000 | +556.3% | 43,006 | +554.1% | 0.40% | +282.7% |
| Q3 2021 | $339,000 | -32.2% | 6,575 | -31.4% | 0.10% | +1.0% |
| Q2 2021 | $500,000 | -82.4% | 9,591 | -82.5% | 0.10% | -86.0% |
| Q1 2021 | $2,836,000 | +74.3% | 54,890 | +77.1% | 0.74% | +88.3% |
| Q4 2020 | $1,627,000 | +309.8% | 30,990 | +305.5% | 0.39% | -50.1% |
| Q3 2020 | $397,000 | – | 7,642 | – | 0.79% | – |
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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% |