SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |