SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 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 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 ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 571,216 | $28,955,000 | 4.70% |
| Private Wealth Group, LLC | 82,922 | $4,203,000 | 3.76% |
| Alliance Wealth Management Group | 146,920 | $7,447,000 | 3.58% |
| Financial Engines Advisors L.L.C. | 11,280,775 | $578,736,000 | 3.11% |
| Wealthfront Advisers LLC | 5,599,692 | $283,848,000 | 2.38% |
| BSW Wealth Partners | 121,855 | $6,177,000 | 2.38% |
| Towercrest Capital Management | 146,920 | $7,447,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 264,774 | $13,421,000 | 2.04% |
| NewSquare Capital LLC | 219,365 | $11,120,000 | 2.02% |
| CX Institutional | 218,500 | $11,076,000 | 1.79% |