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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $113,632 | +38.7% | 2,427 | +35.1% | 0.01% | +20.0% |
| Q4 2022 | $81,934 | -70.5% | 1,796 | -71.6% | 0.01% | -73.7% |
| Q3 2022 | $278,000 | +85.3% | 6,314 | +117.6% | 0.02% | +90.0% |
| Q3 2021 | $150,000 | +41.5% | 2,902 | +42.3% | 0.01% | +25.0% |
| Q2 2021 | $106,000 | -5.4% | 2,040 | -5.1% | 0.01% | 0.0% |
| Q3 2020 | $112,000 | -41.1% | 2,149 | -41.4% | 0.01% | -68.0% |
| Q2 2020 | $190,000 | +75.9% | 3,669 | +71.9% | 0.02% | +78.6% |
| Q4 2019 | $108,000 | -18.8% | 2,135 | -18.5% | 0.01% | -36.4% |
| Q3 2019 | $133,000 | – | 2,621 | – | 0.02% | – |
Download | ||||||
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% |