SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 212 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $928,000 | -8.5% | 18,560 | -7.4% | 0.35% | -1.1% |
| Q4 2019 | $1,014,000 | -1.7% | 20,054 | -1.5% | 0.35% | -12.7% |
| Q3 2019 | $1,032,000 | -5.1% | 20,354 | -6.1% | 0.40% | -14.6% |
| Q2 2019 | $1,087,000 | -10.8% | 21,685 | -12.3% | 0.47% | -20.5% |
| Q1 2019 | $1,218,000 | -32.9% | 24,725 | -34.4% | 0.59% | -40.1% |
| Q4 2018 | $1,814,000 | +217.1% | 37,696 | +212.7% | 0.99% | +125.7% |
| Q3 2018 | $572,000 | +31.8% | 12,056 | +33.0% | 0.44% | +10.9% |
| Q2 2018 | $434,000 | +4.1% | 9,064 | +4.5% | 0.40% | -3.6% |
| Q1 2018 | $417,000 | +10.9% | 8,675 | +12.9% | 0.41% | -0.7% |
| Q4 2017 | $376,000 | – | 7,685 | – | 0.41% | – |
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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% |