SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 266 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,410,000 | +549.8% | 26,864 | 0.0% | 0.58% | +464.7% |
| Q3 2020 | $217,000 | -85.2% | 26,864 | -8.2% | 0.10% | -89.5% |
| Q1 2020 | $1,463,000 | -1.1% | 29,250 | 0.0% | 0.98% | +6.7% |
| Q4 2019 | $1,479,000 | -49.9% | 29,250 | -50.0% | 0.92% | -31.6% |
| Q3 2019 | $2,950,000 | +101.1% | 58,500 | +100.0% | 1.34% | +41.9% |
| Q2 2019 | $1,467,000 | +1.8% | 29,250 | 0.0% | 0.94% | -7.8% |
| Q1 2019 | $1,441,000 | +2.3% | 29,250 | 0.0% | 1.02% | -12.6% |
| Q4 2018 | $1,408,000 | +1.4% | 29,250 | 0.0% | 1.17% | +13.6% |
| Q3 2018 | $1,389,000 | -4.3% | 29,250 | -3.3% | 1.03% | +1.5% |
| Q2 2018 | $1,451,000 | -0.1% | 30,250 | 0.0% | 1.02% | -6.5% |
| Q1 2018 | $1,453,000 | -1.9% | 30,250 | 0.0% | 1.08% | -4.2% |
| Q4 2017 | $1,481,000 | +0.1% | 30,250 | 0.0% | 1.13% | -6.3% |
| Q3 2017 | $1,480,000 | -1.1% | 30,250 | -1.6% | 1.21% | -4.0% |
| Q2 2017 | $1,497,000 | +1.6% | 30,750 | 0.0% | 1.26% | +29.0% |
| Q1 2017 | $1,474,000 | +1.0% | 30,750 | 0.0% | 0.98% | +0.7% |
| Q4 2016 | $1,459,000 | – | 30,750 | – | 0.97% | – |
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% |