SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 292 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,189 | +109350.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $2 | -100.0% | 47 | -99.6% | 0.00% | -99.7% |
| Q4 2022 | $541,952 | -18.1% | 11,880 | -21.1% | 0.32% | -32.0% |
| Q3 2022 | $662,000 | -6.2% | 15,057 | -2.3% | 0.46% | -76.4% |
| Q2 2022 | $706,000 | -81.9% | 15,406 | -79.5% | 1.96% | -13.8% |
| Q1 2022 | $3,897,000 | 0.0% | 75,332 | 0.0% | 2.27% | 0.0% |
| Q4 2021 | $3,897,000 | -8.0% | 75,332 | -8.3% | 2.27% | -13.8% |
| Q3 2021 | $4,238,000 | -2.1% | 82,175 | -1.1% | 2.64% | -3.0% |
| Q2 2021 | $4,328,000 | +0.2% | 83,062 | -0.7% | 2.72% | -6.0% |
| Q1 2021 | $4,319,000 | -1.7% | 83,613 | -0.1% | 2.89% | +31.5% |
| Q4 2020 | $4,392,000 | +0.8% | 83,670 | -0.2% | 2.20% | -21.5% |
| Q3 2020 | $4,355,000 | -2.0% | 83,863 | -2.5% | 2.80% | -7.4% |
| Q2 2020 | $4,445,000 | +2.7% | 86,052 | -0.6% | 3.02% | -16.6% |
| Q1 2020 | $4,328,000 | -2.9% | 86,559 | -1.7% | 3.63% | +15.5% |
| Q4 2019 | $4,455,000 | – | 88,070 | – | 3.14% | – |
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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% |