SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $4,752,000 | +0.3% | 99,257 | +8.4% | 3.56% | +1.4% |
Q4 2021 | $4,740,000 | -2.7% | 91,574 | -3.1% | 3.51% | -6.6% |
Q3 2021 | $4,874,000 | +0.6% | 94,507 | +1.6% | 3.76% | -1.9% |
Q2 2021 | $4,846,000 | +8.3% | 92,994 | +7.4% | 3.84% | +3.0% |
Q1 2021 | $4,473,000 | +11.5% | 86,590 | +13.3% | 3.73% | +7.8% |
Q4 2020 | $4,012,000 | – | 76,431 | – | 3.46% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Newport Capital Group, LLC | 94,507 | $4,874,000 | 3.76% |
Financial Council, LLC | 41,999 | $2,166,000 | 3.06% |
FSA Wealth Management LLC | 82,175 | $4,238,000 | 2.64% |
Alliance Wealth Management Group | 155,315 | $8,010,000 | 2.60% |
New Potomac Partners, LLC | 61,110 | $3,151,000 | 2.18% |
RITHOLTZ WEALTH MANAGEMENT | 550,054 | $28,366,000 | 1.97% |
Pacific Edge Advisors, LLC | 74,350 | $3,834,000 | 1.86% |
Wealthfront Advisers LLC | 7,574,355 | $390,610,000 | 1.81% |
Towercrest Capital Management | 182,604 | $9,417,000 | 1.78% |
McAdam, LLC | 248,884 | $12,835,000 | 1.43% |