SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 213 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,622 | -83.1% | 5,941 | -82.1% | 0.02% | -82.9% |
| Q2 2023 | $1,533,666 | +526.0% | 33,225 | +497.7% | 0.13% | +396.2% |
| Q3 2022 | $245,000 | -77.1% | 5,559 | -73.2% | 0.03% | -72.6% |
| Q4 2021 | $1,071,000 | +391.3% | 20,708 | +350.2% | 0.10% | +106.5% |
| Q3 2018 | $218,000 | -1.4% | 4,600 | 0.0% | 0.05% | -6.1% |
| Q1 2018 | $221,000 | -1.8% | 4,600 | 0.0% | 0.05% | -2.0% |
| Q4 2017 | $225,000 | – | 4,600 | – | 0.05% | – |
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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% |