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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $463,262 | +8.9% | 10,036 | +10.4% | 0.36% | +3.4% |
| Q1 2023 | $425,547 | +2.3% | 9,089 | -0.3% | 0.35% | +1.2% |
| Q4 2022 | $415,963 | -1.2% | 9,118 | -4.6% | 0.35% | -11.5% |
| Q3 2022 | $421,000 | -86.4% | 9,559 | -85.8% | 0.39% | -85.3% |
| Q2 2022 | $3,085,000 | +54.1% | 67,264 | +60.9% | 2.67% | +76.3% |
| Q1 2022 | $2,002,000 | +620.1% | 41,806 | +678.9% | 1.51% | +631.4% |
| Q4 2021 | $278,000 | – | 5,367 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 94,507 | $4,874,000 | 3.76% |
| Financial Council, LLC | 41,999 | $2,166,000 | 3.06% |
| FSA Wealth Management LLC | 82,175 | $4,238,000 | 2.64% |
| Alliance Wealth Management Group | 155,315 | $8,010,000 | 2.60% |
| New Potomac Partners, LLC | 61,110 | $3,151,000 | 2.18% |
| RITHOLTZ WEALTH MANAGEMENT | 550,054 | $28,366,000 | 1.97% |
| Pacific Edge Advisors, LLC | 74,350 | $3,834,000 | 1.86% |
| Wealthfront Advisers LLC | 7,574,355 | $390,610,000 | 1.81% |
| Towercrest Capital Management | 182,604 | $9,417,000 | 1.78% |
| McAdam, LLC | 248,884 | $12,835,000 | 1.43% |