SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 320 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $698,539 | +78.2% | 15,133 | +77.0% | 0.31% | +36.1% |
| Q2 2022 | $392,000 | -12.3% | 8,550 | -8.4% | 0.23% | -2.1% |
| Q1 2022 | $447,000 | -48.7% | 9,330 | -44.7% | 0.24% | -43.8% |
| Q4 2021 | $872,000 | +10.5% | 16,866 | +10.3% | 0.42% | +4.2% |
| Q3 2021 | $789,000 | -0.9% | 15,294 | +0.2% | 0.40% | -5.4% |
| Q2 2021 | $796,000 | +3.1% | 15,270 | +2.2% | 0.42% | -6.8% |
| Q1 2021 | $772,000 | +91.1% | 14,936 | +94.0% | 0.46% | +79.1% |
| Q4 2020 | $404,000 | – | 7,700 | – | 0.25% | – |
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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% |