SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 270 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $299,953 | -0.8% | 0 | -100.0% | 0.07% | -5.4% |
| Q1 2024 | $302,508 | +0.3% | 6,508 | +0.2% | 0.07% | -6.3% |
| Q4 2023 | $301,453 | +7.5% | 6,493 | +1.2% | 0.08% | -7.1% |
| Q3 2023 | $280,482 | -4.7% | 6,418 | +0.6% | 0.08% | -2.3% |
| Q2 2023 | $294,464 | -0.9% | 6,379 | +0.6% | 0.09% | -7.4% |
| Q1 2023 | $297,006 | +3.0% | 6,344 | +0.4% | 0.09% | -14.5% |
| Q4 2022 | $288,285 | +4.5% | 6,319 | +0.7% | 0.11% | -2.7% |
| Q3 2022 | $276,000 | -3.5% | 6,276 | +0.5% | 0.11% | -7.4% |
| Q2 2022 | $286,000 | -4.0% | 6,247 | +0.4% | 0.12% | +18.4% |
| Q1 2022 | $298,000 | -44.9% | 6,221 | -40.5% | 0.10% | -45.8% |
| Q4 2021 | $541,000 | +0.7% | 10,464 | +0.5% | 0.19% | -11.6% |
| Q3 2021 | $537,000 | -0.6% | 10,408 | +0.4% | 0.22% | -6.1% |
| Q2 2021 | $540,000 | -37.8% | 10,364 | -38.3% | 0.23% | -62.8% |
| Q2 2020 | $868,000 | +3.0% | 16,809 | -0.3% | 0.62% | -0.6% |
| Q1 2020 | $843,000 | – | 16,859 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Logan Stone Capital, LLC | 136,185 | $7,045,000 | 7.02% |
| Aquire Wealth Advisors, LLC | 176,937 | $9,153,000 | 4.79% |
| Revolve Wealth Partners, LLC | 253,258 | $13,101,000 | 3.77% |
| Newport Capital Group, LLC | 91,574 | $4,740,000 | 3.51% |
| Wealthfront Advisers LLC | 12,395,847 | $641,237,000 | 2.71% |
| Financial Council, LLC | 41,813 | $2,163,000 | 2.58% |
| Alliance Wealth Management Group | 155,769 | $8,058,000 | 2.50% |
| FSA Wealth Management LLC | 75,332 | $3,897,000 | 2.27% |
| New Potomac Partners, LLC | 60,460 | $3,128,000 | 2.03% |
| Towercrest Capital Management | 182,845 | $9,459,000 | 1.73% |