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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $46,899 | +28.4% | 1,016 | +30.3% | 0.01% | 0.0% |
| Q1 2023 | $36,520 | +2.6% | 780 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $35,584 | -63.3% | 780 | -64.6% | 0.01% | -77.3% |
| Q3 2022 | $97,000 | +2325.0% | 2,205 | +2726.9% | 0.02% | +2100.0% |
| Q2 2022 | $4,000 | +33.3% | 78 | +47.2% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | – | 53 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 76,431 | $4,012,000 | 3.46% |
| Alliance Wealth Management Group | 146,912 | $7,711,000 | 3.04% |
| RITHOLTZ WEALTH MANAGEMENT | 491,786 | $25,814,000 | 2.47% |
| Wealthfront Advisers LLC | 6,986,059 | $366,698,000 | 2.20% |
| FSA Wealth Management LLC | 83,670 | $4,392,000 | 2.20% |
| Towercrest Capital Management | 164,269 | $8,622,000 | 1.94% |
| Pacific Edge Advisors, LLC | 60,950 | $3,199,000 | 1.67% |
| Reby Advisors, LLC | 120,821 | $6,342,000 | 1.66% |
| New Potomac Partners, LLC | 43,275 | $2,272,000 | 1.64% |
| CX Institutional | 305,994 | $16,062,000 | 1.55% |