SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 262 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,348,000 | +123.5% | 28,163 | +141.1% | 0.03% | +34.8% |
| Q1 2021 | $603,000 | -21.0% | 11,679 | -23.5% | 0.02% | -63.5% |
| Q1 2020 | $763,000 | -26.2% | 15,257 | -25.4% | 0.06% | -30.0% |
| Q4 2019 | $1,034,000 | -49.0% | 20,446 | -48.9% | 0.09% | -51.6% |
| Q3 2019 | $2,028,000 | – | 40,000 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Logan Stone Capital, LLC | 136,185 | $7,045,000 | 7.02% |
| Aquire Wealth Advisors, LLC | 176,937 | $9,153,000 | 4.79% |
| Revolve Wealth Partners, LLC | 253,258 | $13,101,000 | 3.77% |
| Newport Capital Group, LLC | 91,574 | $4,740,000 | 3.51% |
| Wealthfront Advisers LLC | 12,395,847 | $641,237,000 | 2.71% |
| Financial Council, LLC | 41,813 | $2,163,000 | 2.58% |
| Alliance Wealth Management Group | 155,769 | $8,058,000 | 2.50% |
| FSA Wealth Management LLC | 75,332 | $3,897,000 | 2.27% |
| New Potomac Partners, LLC | 60,460 | $3,128,000 | 2.03% |
| Towercrest Capital Management | 182,845 | $9,459,000 | 1.73% |