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 | $332,601 | -5.3% | 7,611 | 0.0% | 0.11% | +1.8% |
| Q2 2023 | $351,324 | -1.4% | 7,611 | 0.0% | 0.11% | -5.2% |
| Q1 2023 | $356,348 | +2.6% | 7,611 | 0.0% | 0.12% | -3.3% |
| Q4 2022 | $347,214 | +3.6% | 7,611 | 0.0% | 0.12% | -17.8% |
| Q3 2022 | $335,000 | -4.0% | 7,611 | 0.0% | 0.15% | -7.6% |
| Q2 2022 | $349,000 | -4.1% | 7,611 | 0.0% | 0.16% | -26.2% |
| Q1 2022 | $364,000 | +59.0% | 7,611 | +71.7% | 0.21% | +36.3% |
| Q4 2021 | $229,000 | – | 4,433 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 552,328 | $27,694,000 | 4.73% |
| Private Wealth Group, LLC | 82,026 | $4,113,000 | 3.74% |
| Alliance Wealth Management Group | 145,378 | $7,289,000 | 3.57% |
| Financial Engines Advisors L.L.C. | 10,685,694 | $548,606,000 | 3.21% |
| Wealthfront Advisers LLC | 5,704,091 | $286,003,000 | 2.48% |
| BSW Wealth Partners | 115,021 | $5,767,000 | 2.18% |
| Towercrest Capital Management | 145,378 | $7,289,000 | 2.06% |
| NICOLET ADVISORY SERVICES, LLC | 256,633 | $12,868,000 | 1.96% |
| NewSquare Capital LLC | 213,253 | $10,693,000 | 1.95% |
| CX Institutional | 221,702 | $11,116,000 | 1.76% |