SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,155 | -5.9% | 11,285 | -0.6% | 0.34% | -3.4% |
| Q2 2023 | $523,916 | -1.7% | 11,350 | -0.3% | 0.35% | +1.1% |
| Q1 2023 | $533,046 | +1.8% | 11,385 | -0.8% | 0.35% | -3.3% |
| Q4 2022 | $523,490 | +3.0% | 11,475 | -0.6% | 0.36% | +0.6% |
| Q3 2022 | $508,000 | -4.2% | 11,550 | 0.0% | 0.36% | -0.8% |
| Q2 2022 | $530,000 | -1.3% | 11,550 | +3.0% | 0.36% | +13.4% |
| Q1 2022 | $537,000 | -6.1% | 11,210 | +1.4% | 0.32% | -6.4% |
| Q4 2021 | $572,000 | +11.7% | 11,060 | +11.3% | 0.34% | -1.4% |
| Q3 2021 | $512,000 | +1.2% | 9,935 | +2.3% | 0.35% | -1.4% |
| Q2 2021 | $506,000 | -4.7% | 9,710 | -5.5% | 0.35% | -10.0% |
| Q1 2021 | $531,000 | -1.5% | 10,272 | 0.0% | 0.39% | -6.0% |
| Q4 2020 | $539,000 | – | 10,272 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | 273,480 | $13,316,000 | 6.47% |
| RITHOLTZ WEALTH MANAGEMENT | 215,610 | $10,498,000 | 4.41% |
| WEALTHFRONT Corp | 5,366,547 | $261,297,000 | 3.92% |
| Alliance Wealth Management Group | 96,374 | $4,693,000 | 2.63% |
| Invst, LLC | 35,693 | $1,710,000 | 2.43% |
| BAILARD, INC. | 527,680 | $25,693,000 | 2.09% |
| Hefty Wealth Partners | 59,127 | $2,878,000 | 1.97% |
| Betterment LLC | 3,858,732 | $187,882,000 | 1.96% |
| Horan Securities, Inc. | 35,631 | $1,733,000 | 1.85% |
| SRS Capital Advisors, Inc. | 72,115 | $3,502,000 | 1.68% |