SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,289,449 | -38.4% | 93,087 | -37.5% | 1.06% | -55.6% |
| Q1 2023 | $6,964,606 | +63.7% | 148,880 | +74.9% | 2.38% | -8.8% |
| Q1 2020 | $4,255,000 | -37.7% | 85,101 | -40.0% | 2.61% | -68.4% |
| Q4 2018 | $6,827,000 | +537.4% | 141,882 | +545.0% | 8.28% | +1307.5% |
| Q2 2017 | $1,071,000 | – | 21,996 | – | 0.59% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 94,507 | $4,874,000 | 3.76% |
| Financial Council, LLC | 41,999 | $2,166,000 | 3.06% |
| FSA Wealth Management LLC | 82,175 | $4,238,000 | 2.64% |
| Alliance Wealth Management Group | 155,315 | $8,010,000 | 2.60% |
| New Potomac Partners, LLC | 61,110 | $3,151,000 | 2.18% |
| RITHOLTZ WEALTH MANAGEMENT | 550,054 | $28,366,000 | 1.97% |
| Pacific Edge Advisors, LLC | 74,350 | $3,834,000 | 1.86% |
| Wealthfront Advisers LLC | 7,574,355 | $390,610,000 | 1.81% |
| Towercrest Capital Management | 182,604 | $9,417,000 | 1.78% |
| McAdam, LLC | 248,884 | $12,835,000 | 1.43% |