SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 266 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.59 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 ↓ |
|---|---|---|---|
| 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% |