SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 266 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $442,540 | +8.3% | 9,673 | +10.0% | 0.05% | +4.2% |
| Q1 2024 | $408,792 | +4.0% | 8,795 | +5.2% | 0.05% | -5.9% |
| Q4 2023 | $392,920 | +12.3% | 8,360 | +9.5% | 0.05% | -20.3% |
| Q2 2022 | $350,000 | +50.9% | 7,634 | +64.9% | 0.06% | +100.0% |
| Q1 2020 | $232,000 | -36.8% | 4,630 | -36.2% | 0.03% | -39.6% |
| Q4 2019 | $367,000 | +0.3% | 7,258 | +0.5% | 0.05% | -23.2% |
| Q3 2019 | $366,000 | +1.4% | 7,222 | +0.3% | 0.07% | -1.4% |
| Q2 2019 | $361,000 | -3.5% | 7,198 | -5.0% | 0.07% | -7.9% |
| Q1 2019 | $374,000 | +2.7% | 7,579 | +0.3% | 0.08% | -21.6% |
| Q4 2018 | $364,000 | – | 7,560 | – | 0.10% | – |
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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% |