SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 316 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,700,318 | +10.5% | 107,559 | +16.7% | 0.06% | -14.5% |
| Q2 2023 | $4,253,906 | +8.8% | 92,156 | +10.3% | 0.07% | +3.0% |
| Q1 2023 | $3,910,726 | +119.5% | 83,527 | +113.8% | 0.07% | +91.4% |
| Q4 2022 | $1,782,032 | -56.4% | 39,063 | -58.0% | 0.04% | -61.5% |
| Q3 2022 | $4,089,000 | +80.7% | 92,960 | +88.2% | 0.09% | +89.6% |
| Q2 2022 | $2,263,000 | -43.3% | 49,396 | -40.7% | 0.05% | -12.7% |
| Q1 2022 | $3,992,000 | – | 83,367 | – | 0.06% | – |
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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% |