SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $255,000 | -40.7% | 4,954 | -40.0% | 0.05% | -41.0% |
| Q2 2021 | $430,000 | +82.2% | 8,252 | +80.4% | 0.08% | +62.5% |
| Q1 2021 | $236,000 | +2.2% | 4,575 | +3.0% | 0.05% | +6.7% |
| Q3 2020 | $231,000 | -68.8% | 4,443 | -70.0% | 0.04% | -75.8% |
| Q1 2020 | $740,000 | -1.1% | 14,792 | 0.0% | 0.19% | +45.3% |
| Q4 2019 | $748,000 | -1.6% | 14,792 | -1.4% | 0.13% | -21.5% |
| Q3 2019 | $760,000 | -5.2% | 14,997 | -6.3% | 0.16% | -7.4% |
| Q2 2019 | $802,000 | – | 15,997 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 552,328 | $27,694,000 | 4.73% |
| Private Wealth Group, LLC | 82,026 | $4,113,000 | 3.74% |
| Alliance Wealth Management Group | 145,378 | $7,289,000 | 3.57% |
| Financial Engines Advisors L.L.C. | 10,685,694 | $548,606,000 | 3.21% |
| Wealthfront Advisers LLC | 5,704,091 | $286,003,000 | 2.48% |
| BSW Wealth Partners | 115,021 | $5,767,000 | 2.18% |
| Towercrest Capital Management | 145,378 | $7,289,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 256,633 | $12,868,000 | 1.96% |
| NewSquare Capital LLC | 213,253 | $10,693,000 | 1.95% |
| CX Institutional | 221,702 | $11,116,000 | 1.76% |