SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 313 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,298 | -10.7% | 8,863 | -5.6% | 0.08% | -6.2% |
| Q2 2023 | $433,584 | +1567.6% | 9,393 | +1586.4% | 0.08% | +433.3% |
| Q2 2022 | $26,000 | +8.3% | 557 | +13.2% | 0.02% | +25.0% |
| Q1 2022 | $24,000 | -4.0% | 492 | 0.0% | 0.01% | -20.0% |
| Q4 2021 | $25,000 | -43.2% | 492 | -41.9% | 0.02% | -25.0% |
| Q3 2021 | $44,000 | 0.0% | 847 | 0.0% | 0.02% | +5.3% |
| Q2 2021 | $44,000 | 0.0% | 847 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $44,000 | -4.3% | 847 | -3.5% | 0.02% | -9.5% |
| Q4 2020 | $46,000 | +35.3% | 878 | +32.4% | 0.02% | +5.0% |
| Q3 2020 | $34,000 | 0.0% | 663 | 0.0% | 0.02% | -4.8% |
| Q2 2020 | $34,000 | -2.9% | 663 | -4.3% | 0.02% | -16.0% |
| Q1 2020 | $35,000 | -5.4% | 693 | -5.6% | 0.02% | +38.9% |
| Q4 2019 | $37,000 | – | 734 | – | 0.02% | – |
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% |