SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -0.9% | 4,554 | +3.2% | 0.00% | 0.0% |
| Q1 2022 | $211,000 | -7.0% | 4,413 | +0.7% | 0.00% | 0.0% |
| Q4 2021 | $227,000 | +0.9% | 4,381 | +0.5% | 0.00% | -20.0% |
| Q3 2021 | $225,000 | -0.9% | 4,359 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $227,000 | +0.9% | 4,356 | -0.2% | 0.01% | -54.5% |
| Q1 2021 | $225,000 | +9.2% | 4,363 | +9.7% | 0.01% | -45.0% |
| Q2 2020 | $206,000 | -5.5% | 3,978 | -8.7% | 0.02% | -4.8% |
| Q1 2020 | $218,000 | -23.0% | 4,356 | -22.0% | 0.02% | -22.2% |
| Q4 2019 | $283,000 | – | 5,586 | – | 0.03% | – |
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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% |