SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 314 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $963,710 | +5.4% | 20,900 | +4.9% | 0.03% | -3.2% |
| Q1 2024 | $914,721 | -1.9% | 19,924 | -0.3% | 0.03% | -13.9% |
| Q4 2023 | $931,991 | -64.9% | 19,991 | -67.6% | 0.04% | -72.5% |
| Q3 2023 | $2,657,206 | +7.1% | 61,609 | +13.9% | 0.13% | -39.4% |
| Q2 2022 | $2,480,000 | +137.1% | 54,079 | +147.4% | 0.22% | +137.4% |
| Q1 2022 | $1,046,000 | -87.5% | 21,855 | -86.5% | 0.09% | -88.3% |
| Q4 2021 | $8,348,000 | +3482.8% | 161,377 | +3471.1% | 0.78% | +2774.1% |
| Q3 2021 | $233,000 | -1.7% | 4,519 | -0.8% | 0.03% | -18.2% |
| Q2 2021 | $237,000 | 0.0% | 4,554 | -0.7% | 0.03% | -21.4% |
| Q1 2021 | $237,000 | – | 4,586 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Logan Stone Capital, LLC | 136,185 | $7,045,000 | 7.02% |
| Aquire Wealth Advisors, LLC | 176,937 | $9,153,000 | 4.79% |
| Revolve Wealth Partners, LLC | 253,258 | $13,101,000 | 3.77% |
| Newport Capital Group, LLC | 91,574 | $4,740,000 | 3.51% |
| Wealthfront Advisers LLC | 12,395,847 | $641,237,000 | 2.71% |
| Financial Council, LLC | 41,813 | $2,163,000 | 2.58% |
| Alliance Wealth Management Group | 155,769 | $8,058,000 | 2.50% |
| FSA Wealth Management LLC | 75,332 | $3,897,000 | 2.27% |
| New Potomac Partners, LLC | 60,460 | $3,128,000 | 2.03% |
| Towercrest Capital Management | 182,845 | $9,459,000 | 1.73% |