SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 265 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,527 | -5.3% | 5,207 | 0.0% | 0.07% | -1.3% |
| Q2 2023 | $240,335 | -1.9% | 5,207 | -0.5% | 0.08% | +15.4% |
| Q1 2023 | $244,994 | +2.6% | 5,233 | 0.0% | 0.06% | -20.7% |
| Q4 2022 | $238,745 | +3.4% | 5,233 | -0.3% | 0.08% | +26.2% |
| Q3 2022 | $231,000 | -3.8% | 5,247 | +0.1% | 0.06% | +51.2% |
| Q2 2022 | $240,000 | -4.4% | 5,242 | 0.0% | 0.04% | -40.3% |
| Q1 2022 | $251,000 | -7.7% | 5,242 | -0.3% | 0.07% | -2.7% |
| Q4 2021 | $272,000 | +0.7% | 5,257 | +0.6% | 0.07% | -12.9% |
| Q3 2021 | $270,000 | +17.4% | 5,227 | +18.3% | 0.08% | +226.9% |
| Q2 2021 | $230,000 | -14.8% | 4,418 | -15.5% | 0.03% | -71.7% |
| Q1 2021 | $270,000 | -1.5% | 5,227 | -0.0% | 0.09% | -13.2% |
| Q4 2020 | $274,000 | +5.4% | 5,228 | +4.6% | 0.11% | -7.8% |
| Q3 2020 | $260,000 | – | 5,000 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 571,216 | $28,955,000 | 4.70% |
| Private Wealth Group, LLC | 82,922 | $4,203,000 | 3.76% |
| Alliance Wealth Management Group | 146,920 | $7,447,000 | 3.58% |
| Financial Engines Advisors L.L.C. | 11,280,775 | $578,736,000 | 3.11% |
| Wealthfront Advisers LLC | 5,599,692 | $283,848,000 | 2.38% |
| BSW Wealth Partners | 121,855 | $6,177,000 | 2.38% |
| Towercrest Capital Management | 146,920 | $7,447,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 264,774 | $13,421,000 | 2.04% |
| NewSquare Capital LLC | 219,365 | $11,120,000 | 2.02% |
| CX Institutional | 218,500 | $11,076,000 | 1.79% |