SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,172 | -5.3% | 187 | 0.0% | 0.00% | – |
| Q2 2023 | $8,632 | -1.4% | 187 | 0.0% | 0.00% | – |
| Q1 2023 | $8,755 | -75.6% | 187 | -76.2% | 0.00% | -100.0% |
| Q4 2022 | $35,903 | +2.6% | 787 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | +288.9% | 787 | +320.9% | 0.00% | – |
| Q2 2022 | $9,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | -10.0% | 187 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 187 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | -50.0% | 187 | -50.5% | 0.00% | -100.0% |
| Q2 2021 | $20,000 | 0.0% | 378 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +5.3% | 378 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $19,000 | 0.0% | 378 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | 0.0% | 378 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +5.6% | 378 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $18,000 | -5.3% | 378 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $19,000 | -81.4% | 378 | -81.2% | 0.00% | -83.3% |
| Q3 2019 | $102,000 | – | 2,013 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 273,480 | $13,316,000 | 6.47% |
| RITHOLTZ WEALTH MANAGEMENT | 215,610 | $10,498,000 | 4.41% |
| WEALTHFRONT Corp | 5,366,547 | $261,297,000 | 3.92% |
| Alliance Wealth Management Group | 96,374 | $4,693,000 | 2.63% |
| Invst, LLC | 35,693 | $1,710,000 | 2.43% |
| BAILARD, INC. | 527,680 | $25,693,000 | 2.09% |
| Hefty Wealth Partners | 59,127 | $2,878,000 | 1.97% |
| Betterment LLC | 3,858,732 | $187,882,000 | 1.96% |
| Horan Securities, Inc. | 35,631 | $1,733,000 | 1.85% |
| SRS Capital Advisors, Inc. | 72,115 | $3,502,000 | 1.68% |