SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 324 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,067,134 | -1.0% | 23,325 | +0.6% | 0.50% | -1.6% |
| Q1 2024 | $1,077,735 | -0.7% | 23,187 | +0.5% | 0.50% | -11.6% |
| Q4 2023 | $1,084,908 | +8.5% | 23,083 | +0.9% | 0.57% | -7.2% |
| 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 ↓ |
|---|---|---|---|
| Logan Stone Capital, LLC | 136,185 | $7,045,000 | 7.02% |
| Aquire Wealth Advisors, LLC | 176,937 | $9,153,000 | 4.79% |
| Revolve Wealth Partners, LLC | 253,258 | $13,101,000 | 3.77% |
| Newport Capital Group, LLC | 91,574 | $4,740,000 | 3.51% |
| Wealthfront Advisers LLC | 12,395,847 | $641,237,000 | 2.71% |
| Financial Council, LLC | 41,813 | $2,163,000 | 2.58% |
| Alliance Wealth Management Group | 155,769 | $8,058,000 | 2.50% |
| FSA Wealth Management LLC | 75,332 | $3,897,000 | 2.27% |
| New Potomac Partners, LLC | 60,460 | $3,128,000 | 2.03% |
| Towercrest Capital Management | 182,845 | $9,459,000 | 1.73% |