SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 552,328 | $27,694,000 | 4.73% |
| Private Wealth Group, LLC | 82,026 | $4,113,000 | 3.74% |
| Alliance Wealth Management Group | 145,378 | $7,289,000 | 3.57% |
| Financial Engines Advisors L.L.C. | 10,685,694 | $548,606,000 | 3.21% |
| Wealthfront Advisers LLC | 5,704,091 | $286,003,000 | 2.48% |
| BSW Wealth Partners | 115,021 | $5,767,000 | 2.18% |
| Towercrest Capital Management | 145,378 | $7,289,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 256,633 | $12,868,000 | 1.96% |
| NewSquare Capital LLC | 213,253 | $10,693,000 | 1.95% |
| CX Institutional | 221,702 | $11,116,000 | 1.76% |