SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,273 | -5.3% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,401 | -96.6% | 52 | -96.6% | 0.00% | -96.3% |
| Q4 2022 | $70,164 | +3.2% | 1,538 | +4.5% | 0.05% | -6.9% |
| Q2 2022 | $68,000 | -52.1% | 1,472 | -46.3% | 0.06% | -30.1% |
| Q4 2021 | $142,000 | -1.4% | 2,739 | -2.2% | 0.08% | -17.8% |
| Q3 2021 | $144,000 | – | 2,802 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 76,431 | $4,012,000 | 3.46% |
| Alliance Wealth Management Group | 146,912 | $7,711,000 | 3.04% |
| RITHOLTZ WEALTH MANAGEMENT | 491,786 | $25,814,000 | 2.47% |
| Wealthfront Advisers LLC | 6,986,059 | $366,698,000 | 2.20% |
| FSA Wealth Management LLC | 83,670 | $4,392,000 | 2.20% |
| Towercrest Capital Management | 164,269 | $8,622,000 | 1.94% |
| Pacific Edge Advisors, LLC | 60,950 | $3,199,000 | 1.67% |
| Reby Advisors, LLC | 120,821 | $6,342,000 | 1.66% |
| New Potomac Partners, LLC | 43,275 | $2,272,000 | 1.64% |
| CX Institutional | 305,994 | $16,062,000 | 1.55% |