SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,089,991 | -11.2% | 24,666 | -8.1% | 0.12% | -11.1% |
| Q2 2023 | $1,226,942 | -6.3% | 26,836 | -4.0% | 0.14% | -2.9% |
| Q1 2023 | $1,309,087 | +62.5% | 27,960 | +58.3% | 0.14% | +46.3% |
| Q4 2022 | $805,604 | +47.8% | 17,659 | +41.1% | 0.10% | +43.9% |
| Q3 2022 | $545,000 | +74.1% | 12,518 | +88.7% | 0.07% | +78.4% |
| Q2 2022 | $313,000 | +24.2% | 6,633 | +26.2% | 0.04% | +27.6% |
| Q1 2022 | $252,000 | -54.6% | 5,254 | -51.7% | 0.03% | -59.2% |
| Q4 2021 | $555,000 | – | 10,889 | – | 0.07% | – |
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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% |