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 | $3,521 | -5.1% | 76,271 | -3.7% | 5.32% | +28.9% |
| Q1 2023 | $3,710 | +2.7% | 79,237 | +0.0% | 4.13% | +115.2% |
| Q4 2022 | $3,613 | -99.9% | 79,200 | +4.6% | 1.92% | -4.0% |
| Q3 2022 | $3,332,000 | +31.1% | 75,740 | +36.6% | 2.00% | +35.0% |
| Q2 2022 | $2,542,000 | -11.1% | 55,429 | -7.2% | 1.48% | +1.6% |
| Q1 2022 | $2,859,000 | +193.2% | 59,705 | +216.7% | 1.46% | +191.6% |
| Q4 2021 | $975,000 | – | 18,854 | – | 0.50% | – |
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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% |