SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 265 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,337 | +26.6% | 6,026 | +38.4% | 0.01% | -29.4% |
| Q1 2022 | $208,000 | -25.7% | 4,354 | -19.7% | 0.02% | -43.3% |
| Q4 2021 | $280,000 | +0.4% | 5,419 | 0.0% | 0.03% | -6.2% |
| Q3 2021 | $279,000 | -1.1% | 5,419 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $282,000 | +0.7% | 5,419 | 0.0% | 0.03% | -8.1% |
| Q1 2021 | $280,000 | -69.1% | 5,419 | -68.6% | 0.04% | -68.6% |
| Q4 2020 | $907,000 | +29.6% | 17,277 | +28.2% | 0.12% | +7.3% |
| Q3 2020 | $700,000 | +6.7% | 13,477 | +6.1% | 0.11% | -1.8% |
| Q2 2020 | $656,000 | +20.1% | 12,707 | +16.3% | 0.11% | -5.9% |
| Q1 2020 | $546,000 | +9.4% | 10,927 | +10.7% | 0.12% | +48.8% |
| Q4 2019 | $499,000 | -0.2% | 9,873 | 0.0% | 0.08% | -7.0% |
| Q3 2019 | $500,000 | +40.4% | 9,873 | +39.0% | 0.09% | +26.5% |
| Q2 2019 | $356,000 | +56.8% | 7,102 | +54.3% | 0.07% | +51.1% |
| Q1 2019 | $227,000 | – | 4,602 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 571,216 | $28,955,000 | 4.70% |
| Private Wealth Group, LLC | 82,922 | $4,203,000 | 3.76% |
| Alliance Wealth Management Group | 146,920 | $7,447,000 | 3.58% |
| Financial Engines Advisors L.L.C. | 11,280,775 | $578,736,000 | 3.11% |
| Wealthfront Advisers LLC | 5,599,692 | $283,848,000 | 2.38% |
| BSW Wealth Partners | 121,855 | $6,177,000 | 2.38% |
| Towercrest Capital Management | 146,920 | $7,447,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 264,774 | $13,421,000 | 2.04% |
| NewSquare Capital LLC | 219,365 | $11,120,000 | 2.02% |
| CX Institutional | 218,500 | $11,076,000 | 1.79% |