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 | 76,431 | $4,012,000 | 3.46% |
| Alliance Wealth Management Group | 146,912 | $7,711,000 | 3.04% |
| RITHOLTZ WEALTH MANAGEMENT | 491,786 | $25,814,000 | 2.47% |
| Wealthfront Advisers LLC | 6,986,059 | $366,698,000 | 2.20% |
| FSA Wealth Management LLC | 83,670 | $4,392,000 | 2.20% |
| Towercrest Capital Management | 164,269 | $8,622,000 | 1.94% |
| Pacific Edge Advisors, LLC | 60,950 | $3,199,000 | 1.67% |
| Reby Advisors, LLC | 120,821 | $6,342,000 | 1.66% |
| New Potomac Partners, LLC | 43,275 | $2,272,000 | 1.64% |
| CX Institutional | 305,994 | $16,062,000 | 1.55% |