SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 211 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $151,000 | +132.3% | 2,877 | +121.6% | 0.02% | +64.3% |
| Q2 2019 | $65,000 | +1.6% | 1,298 | 0.0% | 0.01% | -17.6% |
| Q1 2019 | $64,000 | +3.2% | 1,298 | 0.0% | 0.02% | -5.6% |
| Q4 2018 | $62,000 | 0.0% | 1,298 | 0.0% | 0.02% | +20.0% |
| Q3 2018 | $62,000 | 0.0% | 1,298 | 0.0% | 0.02% | -11.8% |
| Q2 2018 | $62,000 | 0.0% | 1,298 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $62,000 | +17.0% | 1,298 | +19.3% | 0.02% | +21.4% |
| Q4 2017 | $53,000 | +1.9% | 1,088 | +2.4% | 0.01% | 0.0% |
| Q3 2017 | $52,000 | 0.0% | 1,063 | 0.0% | 0.01% | -6.7% |
| Q2 2017 | $52,000 | -29.7% | 1,063 | -31.2% | 0.02% | -28.6% |
| Q1 2017 | $74,000 | +68.2% | 1,546 | +65.2% | 0.02% | +50.0% |
| Q4 2016 | $44,000 | +12.8% | 936 | +20.2% | 0.01% | +7.7% |
| Q3 2016 | $39,000 | 0.0% | 779 | 0.0% | 0.01% | -7.1% |
| Q2 2016 | $39,000 | +50.0% | 779 | +48.4% | 0.01% | +27.3% |
| Q1 2016 | $26,000 | – | 525 | – | 0.01% | – |
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% |