SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 213 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,994,000 | +8.2% | 119,888 | +9.4% | 0.62% | +29.1% |
| Q4 2019 | $5,542,000 | -3.9% | 109,576 | -3.7% | 0.48% | -9.4% |
| Q3 2019 | $5,767,000 | -5.0% | 113,763 | -6.0% | 0.53% | -6.0% |
| Q2 2019 | $6,071,000 | -3.7% | 121,088 | -5.3% | 0.57% | -5.8% |
| Q1 2019 | $6,303,000 | +3.1% | 127,908 | +0.7% | 0.60% | -12.9% |
| Q4 2018 | $6,114,000 | -20.3% | 127,063 | -21.3% | 0.69% | -17.1% |
| Q3 2018 | $7,667,000 | +550.8% | 161,483 | +557.7% | 0.84% | +346.5% |
| Q2 2018 | $1,178,000 | +23.4% | 24,551 | +23.5% | 0.19% | +13.3% |
| Q1 2018 | $955,000 | +23.5% | 19,880 | +26.0% | 0.16% | +12.2% |
| Q4 2017 | $773,000 | – | 15,779 | – | 0.15% | – |
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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% |