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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $760,000 | -1.2% | 14,733 | -0.2% | 0.15% | -1.3% |
| Q2 2021 | $769,000 | +0.9% | 14,762 | 0.0% | 0.15% | -4.4% |
| Q1 2021 | $762,000 | -1.7% | 14,762 | +0.0% | 0.16% | -15.1% |
| Q4 2020 | $775,000 | +1.0% | 14,761 | 0.0% | 0.19% | -21.2% |
| Q3 2020 | $767,000 | +0.5% | 14,761 | -0.3% | 0.24% | -7.1% |
| Q2 2020 | $763,000 | +3.5% | 14,801 | +0.4% | 0.25% | -16.7% |
| Q1 2020 | $737,000 | – | 14,735 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 244,744 | $12,382,000 | 8.72% |
| NewSquare Capital LLC | 534,826 | $27,057,000 | 6.44% |
| Prospera Financial Services Inc | 391,964 | $19,829,000 | 4.10% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 93,460 | $4,728,000 | 3.76% |
| Horan Securities, Inc. | 33,742 | $1,697,000 | 2.68% |
| Hefty Wealth Partners | 56,540 | $2,860,000 | 2.36% |
| WEALTHFRONT Corp | 1,588,654 | $80,370,000 | 2.22% |
| BSW Wealth Partners | 79,463 | $4,020,000 | 2.21% |
| BAILARD, INC. | 336,655 | $17,031,000 | 2.03% |
| AVALON CAPITAL MANAGEMENT | 47,475 | $2,402,000 | 1.88% |