SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 170 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $699,000 | -57.0% | 14,189 | -58.0% | 0.19% | -66.1% |
| Q4 2018 | $1,627,000 | +226.7% | 33,819 | +222.5% | 0.55% | +292.1% |
| Q3 2018 | $498,000 | +27.7% | 10,486 | +29.1% | 0.14% | +12.9% |
| Q2 2018 | $390,000 | +61.8% | 8,121 | +61.5% | 0.12% | +65.3% |
| Q1 2018 | $241,000 | -18.3% | 5,027 | -16.6% | 0.08% | -12.8% |
| Q4 2017 | $295,000 | +1.4% | 6,026 | +1.4% | 0.09% | -25.9% |
| Q3 2017 | $291,000 | -8.5% | 5,945 | -9.0% | 0.12% | +3.6% |
| Q2 2017 | $318,000 | +1.6% | 6,532 | +0.1% | 0.11% | 0.0% |
| Q1 2017 | $313,000 | +10.2% | 6,528 | +9.2% | 0.11% | +13.1% |
| Q4 2016 | $284,000 | -13.1% | 5,980 | -8.4% | 0.10% | -7.5% |
| Q3 2016 | $327,000 | -2.1% | 6,529 | -1.0% | 0.11% | -14.4% |
| Q2 2016 | $334,000 | – | 6,597 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 76,431 | $4,012,000 | 3.46% |
| Alliance Wealth Management Group | 146,912 | $7,711,000 | 3.04% |
| RITHOLTZ WEALTH MANAGEMENT | 491,786 | $25,814,000 | 2.47% |
| Wealthfront Advisers LLC | 6,986,059 | $366,698,000 | 2.20% |
| FSA Wealth Management LLC | 83,670 | $4,392,000 | 2.20% |
| Towercrest Capital Management | 164,269 | $8,622,000 | 1.94% |
| Pacific Edge Advisors, LLC | 60,950 | $3,199,000 | 1.67% |
| Reby Advisors, LLC | 120,821 | $6,342,000 | 1.66% |
| New Potomac Partners, LLC | 43,275 | $2,272,000 | 1.64% |
| CX Institutional | 305,994 | $16,062,000 | 1.55% |