SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,563 | -30.3% | 1,363 | -26.4% | 0.00% | -33.3% |
| Q2 2023 | $85,442 | +22.3% | 1,851 | +24.1% | 0.00% | 0.0% |
| Q1 2023 | $69,855 | +1164150.0% | 1,492 | +1056.6% | 0.00% | – |
| Q4 2022 | $6 | -99.9% | 129 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -98.0% | 129 | -98.0% | 0.00% | -100.0% |
| Q2 2022 | $303,000 | -20.7% | 6,613 | -17.1% | 0.01% | +20.0% |
| Q1 2022 | $382,000 | -7.5% | 7,976 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $413,000 | +192.9% | 7,976 | +192.6% | 0.01% | +125.0% |
| Q3 2021 | $141,000 | -9.6% | 2,726 | -9.0% | 0.00% | 0.0% |
| Q2 2021 | $156,000 | +10.6% | 2,996 | +9.9% | 0.00% | 0.0% |
| Q1 2021 | $141,000 | – | 2,726 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 571,216 | $28,955,000 | 4.70% |
| Private Wealth Group, LLC | 82,922 | $4,203,000 | 3.76% |
| Alliance Wealth Management Group | 146,920 | $7,447,000 | 3.58% |
| Financial Engines Advisors L.L.C. | 11,280,775 | $578,736,000 | 3.11% |
| Wealthfront Advisers LLC | 5,599,692 | $283,848,000 | 2.38% |
| BSW Wealth Partners | 121,855 | $6,177,000 | 2.38% |
| Towercrest Capital Management | 146,920 | $7,447,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 264,774 | $13,421,000 | 2.04% |
| NewSquare Capital LLC | 219,365 | $11,120,000 | 2.02% |
| CX Institutional | 218,500 | $11,076,000 | 1.79% |