SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 234 filers reported holding SPDR SER TR in Q2 2019. 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 ↓ |
|---|---|---|---|
| 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% |