SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 316 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,388 | -32.1% | 5,661 | -28.2% | 0.02% | -29.2% |
| Q2 2023 | $364,108 | -95.3% | 7,888 | -95.3% | 0.02% | -96.1% |
| Q1 2023 | $7,783,278 | -17.5% | 166,238 | -19.7% | 0.62% | -26.5% |
| Q4 2022 | $9,439,349 | +8481.2% | 206,913 | +9523.9% | 0.84% | +5878.6% |
| Q3 2021 | $110,000 | – | 2,150 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 571,216 | $28,955,000 | 4.70% |
| Private Wealth Group, LLC | 82,922 | $4,203,000 | 3.76% |
| Alliance Wealth Management Group | 146,920 | $7,447,000 | 3.58% |
| Financial Engines Advisors L.L.C. | 11,280,775 | $578,736,000 | 3.11% |
| Wealthfront Advisers LLC | 5,599,692 | $283,848,000 | 2.38% |
| BSW Wealth Partners | 121,855 | $6,177,000 | 2.38% |
| Towercrest Capital Management | 146,920 | $7,447,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 264,774 | $13,421,000 | 2.04% |
| NewSquare Capital LLC | 219,365 | $11,120,000 | 2.02% |
| CX Institutional | 218,500 | $11,076,000 | 1.79% |