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 ↓ |
|---|---|---|---|
| Goodman Advisory Group, LLC | 183,973 | $8,393 | 4.88% |
| BAILARD, INC. | 1,941,326 | $88,563,292 | 3.37% |
| Aquire Wealth Advisors, LLC | 140,523 | $6,410,659 | 3.19% |
| Revolve Wealth Partners, LLC | 234,287 | $10,688,154 | 3.06% |
| One Wealth Advisors, LLC | 269,593 | $12,298,833 | 2.81% |
| ONE Advisory Partners, LLC | 92,688 | $4,228,427 | 2.70% |
| Wealthfront Advisers LLC | 11,806,214 | $538,599,483 | 2.61% |
| Alliance Wealth Management Group | 124,336 | $5,672,208 | 2.07% |
| New Potomac Partners, LLC | 58,632 | $2,674,792 | 1.98% |
| Wealth CMT | 79,200 | $3,613 | 1.92% |