SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,809 | -85.0% | 9,822 | -83.9% | 0.17% | -84.5% |
| Q2 2023 | $2,819,429 | +52.7% | 60,987 | +55.5% | 1.11% | +40.1% |
| Q1 2023 | $1,846,070 | +5.8% | 39,228 | +5.8% | 0.79% | +6.3% |
| Q4 2022 | $1,744,373 | -1.3% | 37,067 | -7.1% | 0.74% | -16.6% |
| Q3 2022 | $1,768,000 | +28.6% | 39,880 | +34.5% | 0.89% | +29.8% |
| Q2 2022 | $1,375,000 | – | 29,655 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 76,431 | $4,012,000 | 3.46% |
| Alliance Wealth Management Group | 146,912 | $7,711,000 | 3.04% |
| RITHOLTZ WEALTH MANAGEMENT | 491,786 | $25,814,000 | 2.47% |
| Wealthfront Advisers LLC | 6,986,059 | $366,698,000 | 2.20% |
| FSA Wealth Management LLC | 83,670 | $4,392,000 | 2.20% |
| Towercrest Capital Management | 164,269 | $8,622,000 | 1.94% |
| Pacific Edge Advisors, LLC | 60,950 | $3,199,000 | 1.67% |
| Reby Advisors, LLC | 120,821 | $6,342,000 | 1.66% |
| New Potomac Partners, LLC | 43,275 | $2,272,000 | 1.64% |
| CX Institutional | 305,994 | $16,062,000 | 1.55% |