SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 331 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $216,355 | +2.6% | 4,621 | 0.0% | 0.10% | -6.5% |
| Q4 2022 | $210,810 | -5.0% | 4,621 | -0.5% | 0.11% | +24.1% |
| Q1 2022 | $222,000 | -7.5% | 4,645 | 0.0% | 0.09% | -8.4% |
| Q4 2021 | $240,000 | -8.7% | 4,645 | -8.9% | 0.10% | -10.4% |
| Q3 2021 | $263,000 | -1.1% | 5,101 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $266,000 | +11.3% | 5,101 | +10.4% | 0.11% | +2.9% |
| Q1 2021 | $239,000 | -0.4% | 4,621 | +1.0% | 0.10% | +10.8% |
| Q4 2020 | $240,000 | +1.3% | 4,573 | 0.0% | 0.09% | -13.1% |
| Q3 2020 | $237,000 | +0.4% | 4,573 | 0.0% | 0.11% | -8.5% |
| Q2 2020 | $236,000 | +2.2% | 4,573 | +0.3% | 0.12% | +10.4% |
| Q4 2019 | $231,000 | 0.0% | 4,558 | 0.0% | 0.11% | -3.6% |
| Q3 2019 | $231,000 | – | 4,558 | – | 0.11% | – |
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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% |