SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 262 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $985,084 | +23.4% | 20,959 | +14.7% | 0.45% | +14.6% |
Q3 2023 | $798,250 | +2.5% | 18,267 | +8.3% | 0.39% | +6.8% |
Q2 2023 | $778,755 | +99.6% | 16,871 | +102.5% | 0.36% | +90.1% |
Q1 2023 | $390,143 | +1.5% | 8,333 | -1.1% | 0.19% | +4.9% |
Q4 2022 | $384,434 | +86.6% | 8,427 | +87.6% | 0.18% | +79.4% |
Q2 2022 | $206,000 | -66.6% | 4,492 | -65.1% | 0.10% | -65.2% |
Q1 2022 | $616,000 | +2.5% | 12,863 | +10.7% | 0.29% | +2.4% |
Q4 2021 | $601,000 | +16.0% | 11,619 | +15.6% | 0.29% | +4.8% |
Q3 2021 | $518,000 | +2.0% | 10,050 | +3.2% | 0.27% | -6.5% |
Q2 2021 | $508,000 | +23.6% | 9,739 | +22.5% | 0.29% | +12.7% |
Q1 2021 | $411,000 | +3.3% | 7,952 | +4.8% | 0.26% | +2.8% |
Q4 2020 | $398,000 | +14.4% | 7,591 | +13.4% | 0.25% | +5.0% |
Q3 2020 | $348,000 | +55.4% | 6,693 | +54.1% | 0.24% | +42.0% |
Q2 2020 | $224,000 | +5.7% | 4,343 | -1.2% | 0.17% | +18.2% |
Q4 2018 | $212,000 | -21.5% | 4,396 | -22.7% | 0.14% | +1.4% |
Q3 2018 | $270,000 | +10.7% | 5,687 | +12.0% | 0.14% | +7.6% |
Q2 2018 | $244,000 | +2.5% | 5,079 | +2.3% | 0.13% | -1.5% |
Q1 2018 | $238,000 | – | 4,963 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthcare Advisory Partners LLC | 244,744 | $12,382,000 | 8.72% |
NewSquare Capital LLC | 534,826 | $27,057,000 | 6.44% |
Prospera Financial Services Inc | 391,964 | $19,829,000 | 4.10% |
CAPRIN ASSET MANAGEMENT LLC /ADV | 93,460 | $4,728,000 | 3.76% |
Horan Securities, Inc. | 33,742 | $1,697,000 | 2.68% |
Hefty Wealth Partners | 56,540 | $2,860,000 | 2.36% |
WEALTHFRONT Corp | 1,588,654 | $80,370,000 | 2.22% |
BSW Wealth Partners | 79,463 | $4,020,000 | 2.21% |
BAILARD, INC. | 336,655 | $17,031,000 | 2.03% |
AVALON CAPITAL MANAGEMENT | 47,475 | $2,402,000 | 1.88% |