SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 266 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $366,130 | -19.3% | 7,790 | -25.0% | 0.04% | -22.6% |
| Q3 2023 | $453,825 | -15.5% | 10,385 | -10.8% | 0.05% | -13.1% |
| Q2 2023 | $537,301 | -22.6% | 11,640 | -21.5% | 0.06% | -23.8% |
| Q1 2023 | $693,994 | -4.7% | 14,823 | -7.2% | 0.08% | -4.8% |
| Q4 2022 | $728,596 | +42.6% | 15,971 | +37.4% | 0.08% | +29.2% |
| Q3 2022 | $511,000 | +28.1% | 11,623 | +33.5% | 0.06% | +35.4% |
| Q2 2022 | $399,000 | -33.7% | 8,706 | -30.8% | 0.05% | -26.2% |
| Q1 2022 | $602,000 | -8.4% | 12,583 | -0.9% | 0.06% | -1.5% |
| Q4 2021 | $657,000 | +4.8% | 12,702 | +4.5% | 0.07% | -47.2% |
| Q3 2021 | $627,000 | -1.9% | 12,160 | -0.8% | 0.12% | -0.8% |
| Q2 2021 | $639,000 | +3.4% | 12,257 | +2.5% | 0.13% | -3.1% |
| Q1 2021 | $618,000 | +19.1% | 11,955 | +20.8% | 0.13% | +12.1% |
| Q4 2020 | $519,000 | -6.5% | 9,894 | -7.4% | 0.12% | -16.5% |
| Q3 2020 | $555,000 | +43.4% | 10,680 | +42.4% | 0.14% | +33.7% |
| Q2 2020 | $387,000 | +25.6% | 7,498 | +21.8% | 0.10% | +9.5% |
| Q1 2020 | $308,000 | -15.4% | 6,156 | -14.5% | 0.10% | +1.1% |
| Q4 2019 | $364,000 | +40.0% | 7,196 | +40.2% | 0.09% | +28.8% |
| Q3 2019 | $260,000 | – | 5,132 | – | 0.07% | – |
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% |