SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $645,624 | +17.7% | 14,774 | +24.2% | 0.37% | +19.0% |
| Q2 2023 | $548,352 | +48.5% | 11,900 | +50.7% | 0.31% | +37.8% |
| Q1 2023 | $369,281 | +18.5% | 7,894 | +15.8% | 0.22% | +8.2% |
| Q4 2022 | $311,583 | +6.0% | 6,818 | +1.9% | 0.21% | -0.5% |
| Q3 2022 | $294,000 | -28.3% | 6,694 | -25.2% | 0.21% | -25.6% |
| Q2 2022 | $410,000 | – | 8,947 | – | 0.28% | – |
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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% |