SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 304 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 244,744 | $12,382,000 | 8.72% |
| NewSquare Capital LLC | 534,826 | $27,057,000 | 6.44% |
| Prospera Financial Services Inc | 391,964 | $19,829,000 | 4.10% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 93,460 | $4,728,000 | 3.76% |
| Horan Securities, Inc. | 33,742 | $1,697,000 | 2.68% |
| Hefty Wealth Partners | 56,540 | $2,860,000 | 2.36% |
| WEALTHFRONT Corp | 1,588,654 | $80,370,000 | 2.22% |
| BSW Wealth Partners | 79,463 | $4,020,000 | 2.21% |
| BAILARD, INC. | 336,655 | $17,031,000 | 2.03% |
| AVALON CAPITAL MANAGEMENT | 47,475 | $2,402,000 | 1.88% |