SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 310 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,725 | -1.6% | 300 | 0.0% | 0.00% | – |
| Q1 2024 | $13,944 | -9.8% | 300 | -8.8% | 0.00% | – |
| Q4 2023 | $15,463 | +7.6% | 329 | 0.0% | 0.00% | – |
| Q3 2023 | $14,377 | +24.1% | 329 | +31.1% | 0.00% | – |
| Q2 2023 | $11,586 | -1.4% | 251 | 0.0% | 0.00% | – |
| Q1 2023 | $11,752 | +2.6% | 251 | 0.0% | 0.00% | – |
| Q4 2022 | $11,451 | +4.1% | 251 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | – | 251 | – | 0.00% | – |
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% |