SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 320 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,833 | -4.8% | 22,879 | +0.6% | 0.62% | -2.5% |
| Q2 2023 | $1,049,930 | +1.8% | 22,745 | +3.2% | 0.63% | -4.4% |
| Q1 2023 | $1,031,573 | +6.0% | 22,033 | +3.3% | 0.66% | -0.9% |
| Q4 2022 | $973,484 | +7.7% | 21,339 | +3.8% | 0.67% | -5.7% |
| Q3 2022 | $904,000 | -3.0% | 20,549 | +1.1% | 0.71% | +5.2% |
| Q2 2022 | $932,000 | -1.5% | 20,331 | +2.9% | 0.67% | +11.6% |
| Q1 2022 | $946,000 | -5.2% | 19,756 | +2.4% | 0.60% | -2.1% |
| Q4 2021 | $998,000 | +1.8% | 19,302 | +1.1% | 0.61% | -4.2% |
| Q3 2021 | $980,000 | – | 19,085 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodman Advisory Group, LLC | 183,973 | $8,393 | 4.88% |
| BAILARD, INC. | 1,941,326 | $88,563,292 | 3.37% |
| Aquire Wealth Advisors, LLC | 140,523 | $6,410,659 | 3.19% |
| Revolve Wealth Partners, LLC | 234,287 | $10,688,154 | 3.06% |
| One Wealth Advisors, LLC | 269,593 | $12,298,833 | 2.81% |
| ONE Advisory Partners, LLC | 92,688 | $4,228,427 | 2.70% |
| Wealthfront Advisers LLC | 11,806,214 | $538,599,483 | 2.61% |
| Alliance Wealth Management Group | 124,336 | $5,672,208 | 2.07% |
| New Potomac Partners, LLC | 58,632 | $2,674,792 | 1.98% |
| Wealth CMT | 79,200 | $3,613 | 1.92% |