SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 170 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $229,884 | +2.6% | 4,910 | 0.0% | 0.01% | -18.2% |
| Q4 2022 | $223,994 | +5.2% | 4,910 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $213,000 | -96.8% | 4,859 | -96.5% | 0.01% | -96.0% |
| Q1 2022 | $6,650,000 | +3051.7% | 138,902 | +3299.5% | 0.28% | +2988.9% |
| Q4 2021 | $211,000 | +0.5% | 4,086 | +0.4% | 0.01% | -10.0% |
| Q3 2021 | $210,000 | -5.4% | 4,068 | -4.3% | 0.01% | -9.1% |
| Q2 2021 | $222,000 | +1.8% | 4,249 | +0.3% | 0.01% | -15.4% |
| Q1 2021 | $218,000 | -7.6% | 4,235 | -14.4% | 0.01% | -71.7% |
| Q4 2016 | $236,000 | -19.5% | 4,949 | -15.4% | 0.05% | -22.0% |
| Q3 2016 | $293,000 | -98.5% | 5,848 | -98.5% | 0.06% | -98.6% |
| Q2 2016 | $19,829,000 | -7.2% | 391,964 | -9.5% | 4.10% | -13.8% |
| Q1 2016 | $21,378,000 | – | 433,304 | – | 4.76% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodman Advisory Group, LLC | 183,973 | $8,393 | 4.88% |
| BAILARD, INC. | 1,941,326 | $88,563,292 | 3.37% |
| Aquire Wealth Advisors, LLC | 140,523 | $6,410,659 | 3.19% |
| Revolve Wealth Partners, LLC | 234,287 | $10,688,154 | 3.06% |
| One Wealth Advisors, LLC | 269,593 | $12,298,833 | 2.81% |
| ONE Advisory Partners, LLC | 92,688 | $4,228,427 | 2.70% |
| Wealthfront Advisers LLC | 11,806,214 | $538,599,483 | 2.61% |
| Alliance Wealth Management Group | 124,336 | $5,672,208 | 2.07% |
| New Potomac Partners, LLC | 58,632 | $2,674,792 | 1.98% |
| Wealth CMT | 79,200 | $3,613 | 1.92% |