SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 239 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $221,000 | -85.3% | 4,400 | -85.6% | 0.10% | -85.6% |
| Q1 2019 | $1,501,000 | +7.2% | 30,460 | +4.7% | 0.69% | -18.3% |
| Q4 2018 | $1,400,000 | -8.9% | 29,097 | -10.1% | 0.84% | -3.9% |
| Q3 2018 | $1,537,000 | +3.0% | 32,361 | +4.1% | 0.87% | +15.8% |
| Q2 2018 | $1,492,000 | +5.0% | 31,097 | +5.1% | 0.76% | +0.3% |
| Q1 2018 | $1,421,000 | +12.6% | 29,592 | +14.8% | 0.75% | +16.7% |
| Q4 2017 | $1,262,000 | +8.9% | 25,781 | +8.8% | 0.64% | +2.2% |
| Q3 2017 | $1,159,000 | +12.5% | 23,687 | +11.9% | 0.63% | +4.1% |
| Q2 2017 | $1,030,000 | +16.0% | 21,162 | +14.2% | 0.61% | +7.1% |
| Q1 2017 | $888,000 | -31.7% | 18,538 | -32.4% | 0.57% | -40.1% |
| Q4 2016 | $1,301,000 | – | 27,432 | – | 0.94% | – |
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% |