SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 176 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $373,000 | -88.4% | 7,849 | -88.3% | 0.01% | -88.0% |
| Q2 2018 | $3,226,000 | -23.0% | 67,246 | -23.0% | 0.12% | -6.4% |
| Q1 2018 | $4,192,000 | -5.5% | 87,289 | -3.6% | 0.12% | +3.3% |
| Q4 2017 | $4,436,000 | +1.6% | 90,578 | +1.4% | 0.12% | +0.8% |
| Q3 2017 | $4,368,000 | -2.6% | 89,298 | -3.0% | 0.12% | -9.8% |
| Q2 2017 | $4,484,000 | -22.2% | 92,083 | -23.4% | 0.13% | -24.4% |
| Q1 2017 | $5,760,000 | -11.5% | 120,210 | -12.4% | 0.18% | -5.9% |
| Q4 2016 | $6,512,000 | -1.5% | 137,262 | +4.0% | 0.19% | -32.0% |
| Q3 2016 | $6,611,000 | -4.0% | 132,015 | -3.1% | 0.28% | -11.6% |
| Q2 2016 | $6,890,000 | -8.4% | 136,189 | -10.7% | 0.31% | -9.3% |
| Q1 2016 | $7,523,000 | – | 152,489 | – | 0.34% | – |
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% |