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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,688,996 | -11.6% | 61,533 | -6.6% | 0.99% | -9.4% |
| Q2 2023 | $3,042,112 | +0.5% | 65,904 | +2.0% | 1.10% | -2.6% |
| Q1 2023 | $3,025,692 | +107346.4% | 64,624 | +4.7% | 1.13% | -15.7% |
| Q4 2022 | $2,816 | -99.9% | 61,733 | -11.8% | 1.34% | -6.3% |
| Q3 2022 | $3,078,000 | +158.4% | 69,963 | +193.7% | 1.43% | +67.6% |
| Q1 2020 | $1,191,000 | -57.8% | 23,820 | -57.4% | 0.85% | -49.0% |
| Q3 2019 | $2,819,000 | – | 55,904 | – | 1.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 273,480 | $13,316,000 | 6.47% |
| RITHOLTZ WEALTH MANAGEMENT | 215,610 | $10,498,000 | 4.41% |
| WEALTHFRONT Corp | 5,366,547 | $261,297,000 | 3.92% |
| Alliance Wealth Management Group | 96,374 | $4,693,000 | 2.63% |
| Invst, LLC | 35,693 | $1,710,000 | 2.43% |
| BAILARD, INC. | 527,680 | $25,693,000 | 2.09% |
| Hefty Wealth Partners | 59,127 | $2,878,000 | 1.97% |
| Betterment LLC | 3,858,732 | $187,882,000 | 1.96% |
| Horan Securities, Inc. | 35,631 | $1,733,000 | 1.85% |
| SRS Capital Advisors, Inc. | 72,115 | $3,502,000 | 1.68% |