SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $235,000 | -26.8% | 5,351 | -20.1% | 0.03% | -5.6% |
| Q1 2022 | $321,000 | -7.2% | 6,698 | 0.0% | 0.04% | -2.7% |
| Q4 2021 | $346,000 | -0.6% | 6,698 | -0.9% | 0.04% | -11.9% |
| Q3 2021 | $348,000 | -1.1% | 6,757 | 0.0% | 0.04% | -6.7% |
| Q2 2021 | $352,000 | +1.7% | 6,757 | +0.9% | 0.04% | -2.2% |
| Q1 2021 | $346,000 | -1.7% | 6,698 | 0.0% | 0.05% | -8.0% |
| Q4 2020 | $352,000 | +53.0% | 6,698 | +51.2% | 0.05% | +38.9% |
| Q3 2020 | $230,000 | -10.9% | 4,429 | -11.2% | 0.04% | -23.4% |
| Q2 2020 | $258,000 | 0.0% | 4,986 | -3.5% | 0.05% | -4.1% |
| Q1 2020 | $258,000 | -39.9% | 5,166 | -39.1% | 0.05% | -35.5% |
| Q4 2019 | $429,000 | +2.6% | 8,487 | +2.9% | 0.08% | -5.0% |
| Q3 2019 | $418,000 | +1.0% | 8,250 | 0.0% | 0.08% | +2.6% |
| Q2 2019 | $414,000 | +1.7% | 8,250 | 0.0% | 0.08% | -12.4% |
| Q1 2019 | $407,000 | +2.5% | 8,250 | 0.0% | 0.09% | -9.2% |
| Q4 2018 | $397,000 | – | 8,250 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 273,480 | $13,316,000 | 6.47% |
| RITHOLTZ WEALTH MANAGEMENT | 215,610 | $10,498,000 | 4.41% |
| WEALTHFRONT Corp | 5,366,547 | $261,297,000 | 3.92% |
| Alliance Wealth Management Group | 96,374 | $4,693,000 | 2.63% |
| Invst, LLC | 35,693 | $1,710,000 | 2.43% |
| BAILARD, INC. | 527,680 | $25,693,000 | 2.09% |
| Hefty Wealth Partners | 59,127 | $2,878,000 | 1.97% |
| Betterment LLC | 3,858,732 | $187,882,000 | 1.96% |
| Horan Securities, Inc. | 35,631 | $1,733,000 | 1.85% |
| SRS Capital Advisors, Inc. | 72,115 | $3,502,000 | 1.68% |