SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,891,473 | -8.2% | 111,933 | -3.0% | 0.51% | -5.6% |
| Q2 2023 | $5,327,236 | -9.7% | 115,408 | -8.5% | 0.54% | -12.8% |
| Q1 2023 | $5,902,359 | -16.2% | 126,065 | -18.3% | 0.62% | -19.2% |
| Q4 2022 | $7,040,764 | -67.9% | 154,335 | -69.0% | 0.76% | -68.8% |
| Q3 2022 | $21,903,000 | -7.6% | 497,914 | -1.8% | 2.45% | +4.7% |
| Q2 2022 | $23,704,000 | +3210.6% | 507,042 | +3292.0% | 2.34% | +3391.0% |
| Q1 2022 | $716,000 | – | 14,948 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 552,328 | $27,694,000 | 4.73% |
| Private Wealth Group, LLC | 82,026 | $4,113,000 | 3.74% |
| Alliance Wealth Management Group | 145,378 | $7,289,000 | 3.57% |
| Financial Engines Advisors L.L.C. | 10,685,694 | $548,606,000 | 3.21% |
| Wealthfront Advisers LLC | 5,704,091 | $286,003,000 | 2.48% |
| BSW Wealth Partners | 115,021 | $5,767,000 | 2.18% |
| Towercrest Capital Management | 145,378 | $7,289,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 256,633 | $12,868,000 | 1.96% |
| NewSquare Capital LLC | 213,253 | $10,693,000 | 1.95% |
| CX Institutional | 221,702 | $11,116,000 | 1.76% |