SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 314 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |