SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,090 | -88.0% | 11,993 | -87.4% | 0.01% | -88.7% |
| Q2 2023 | $4,378,363 | +44.5% | 94,852 | +46.6% | 0.10% | +36.6% |
| Q1 2023 | $3,029,742 | +24.8% | 64,710 | +21.6% | 0.07% | +1.4% |
| Q4 2022 | $2,427,870 | +23.2% | 53,219 | +18.8% | 0.07% | -4.1% |
| Q3 2022 | $1,970,000 | – | 44,780 | – | 0.07% | – |
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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% |