SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $436,000 | -64.3% | 9,506 | -62.7% | 0.02% | -61.1% |
| Q1 2022 | $1,220,000 | -3.8% | 25,489 | +3.9% | 0.05% | +12.5% |
| Q4 2021 | $1,268,000 | +0.4% | 24,521 | +0.1% | 0.05% | -26.2% |
| Q3 2021 | $1,263,000 | -1.0% | 24,494 | 0.0% | 0.06% | -5.8% |
| Q2 2021 | $1,276,000 | +6.2% | 24,494 | +5.2% | 0.07% | -11.5% |
| Q1 2021 | $1,202,000 | +0.2% | 23,275 | +1.8% | 0.08% | -17.9% |
| Q4 2020 | $1,200,000 | – | 22,855 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 94,507 | $4,874,000 | 3.76% |
| Financial Council, LLC | 41,999 | $2,166,000 | 3.06% |
| FSA Wealth Management LLC | 82,175 | $4,238,000 | 2.64% |
| Alliance Wealth Management Group | 155,315 | $8,010,000 | 2.60% |
| New Potomac Partners, LLC | 61,110 | $3,151,000 | 2.18% |
| RITHOLTZ WEALTH MANAGEMENT | 550,054 | $28,366,000 | 1.97% |
| Pacific Edge Advisors, LLC | 74,350 | $3,834,000 | 1.86% |
| Wealthfront Advisers LLC | 7,574,355 | $390,610,000 | 1.81% |
| Towercrest Capital Management | 182,604 | $9,417,000 | 1.78% |
| McAdam, LLC | 248,884 | $12,835,000 | 1.43% |