SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $310,564 | +14.7% | 6,728 | +16.3% | 0.13% | +5.6% |
| Q1 2023 | $270,760 | +2.6% | 5,783 | -0.1% | 0.12% | -6.8% |
| Q4 2022 | $264,003 | -55.3% | 5,787 | -55.1% | 0.13% | -55.4% |
| Q2 2022 | $591,000 | -18.7% | 12,877 | -15.2% | 0.30% | -2.9% |
| Q1 2022 | $727,000 | +18.4% | 15,186 | +27.9% | 0.31% | +22.3% |
| Q4 2021 | $614,000 | – | 11,876 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodman Advisory Group, LLC | 183,973 | $8,393 | 4.88% |
| BAILARD, INC. | 1,941,326 | $88,563,292 | 3.37% |
| Aquire Wealth Advisors, LLC | 140,523 | $6,410,659 | 3.19% |
| Revolve Wealth Partners, LLC | 234,287 | $10,688,154 | 3.06% |
| One Wealth Advisors, LLC | 269,593 | $12,298,833 | 2.81% |
| ONE Advisory Partners, LLC | 92,688 | $4,228,427 | 2.70% |
| Wealthfront Advisers LLC | 11,806,214 | $538,599,483 | 2.61% |
| Alliance Wealth Management Group | 124,336 | $5,672,208 | 2.07% |
| New Potomac Partners, LLC | 58,632 | $2,674,792 | 1.98% |
| Wealth CMT | 79,200 | $3,613 | 1.92% |