SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 320 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $723,033 | +5.0% | 15,804 | +6.7% | 0.01% | 0.0% |
| Q1 2024 | $688,741 | +273.4% | 14,818 | +277.5% | 0.01% | +300.0% |
| Q4 2023 | $184,475 | +39.5% | 3,925 | +29.8% | 0.00% | 0.0% |
| Q3 2023 | $132,193 | +2191.0% | 3,025 | +2320.0% | 0.00% | – |
| Q2 2023 | $5,770 | -4.5% | 125 | -3.1% | 0.00% | – |
| Q1 2023 | $6,040 | +5.9% | 129 | +3.2% | 0.00% | – |
| Q4 2022 | $5,703 | +14.1% | 125 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -54.5% | 125 | -49.4% | 0.00% | – |
| Q2 2022 | $11,000 | +83.3% | 247 | +97.6% | 0.00% | – |
| Q1 2022 | $6,000 | +50.0% | 125 | +78.6% | 0.00% | – |
| Q4 2021 | $4,000 | -42.9% | 70 | -46.6% | 0.00% | – |
| Q3 2021 | $7,000 | -63.2% | 131 | -65.0% | 0.00% | – |
| Q2 2021 | $19,000 | -99.9% | 374 | -22.7% | 0.00% | – |
| Q1 2021 | $25,004,000 | +192238.5% | 484 | +99.2% | 0.00% | – |
| Q4 2020 | $13,000 | 0.0% | 243 | +0.8% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 241 | +0.4% | 0.00% | – |
| Q2 2020 | $12,000 | +9.1% | 240 | +0.4% | 0.00% | – |
| Q1 2020 | $11,000 | -8.3% | 239 | +0.4% | 0.00% | – |
| Q4 2019 | $12,000 | +1100.0% | 238 | +720.7% | 0.00% | – |
| Q3 2018 | $1,000 | -66.7% | 29 | -56.1% | 0.00% | – |
| Q2 2018 | $3,000 | +50.0% | 66 | +11.9% | 0.00% | – |
| Q1 2018 | $2,000 | -97.8% | 59 | -96.9% | 0.00% | -100.0% |
| Q4 2017 | $92,000 | – | 1,892 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Logan Stone Capital, LLC | 136,185 | $7,045,000 | 7.02% |
| Aquire Wealth Advisors, LLC | 176,937 | $9,153,000 | 4.79% |
| Revolve Wealth Partners, LLC | 253,258 | $13,101,000 | 3.77% |
| Newport Capital Group, LLC | 91,574 | $4,740,000 | 3.51% |
| Wealthfront Advisers LLC | 12,395,847 | $641,237,000 | 2.71% |
| Financial Council, LLC | 41,813 | $2,163,000 | 2.58% |
| Alliance Wealth Management Group | 155,769 | $8,058,000 | 2.50% |
| FSA Wealth Management LLC | 75,332 | $3,897,000 | 2.27% |
| New Potomac Partners, LLC | 60,460 | $3,128,000 | 2.03% |
| Towercrest Capital Management | 182,845 | $9,459,000 | 1.73% |