SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 262 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,423,057 | +2.7% | 52,963 | +4.4% | 0.22% | -2.2% |
| Q1 2024 | $2,358,860 | +6.5% | 50,750 | +7.7% | 0.23% | 0.0% |
| Q4 2023 | $2,215,110 | +10.5% | 47,130 | +2.7% | 0.23% | +2.2% |
| Q3 2023 | $2,005,393 | -3.8% | 45,890 | +1.6% | 0.22% | -1.3% |
| Q2 2023 | $2,084,678 | -99.2% | 45,162 | +781.7% | 0.23% | +7.6% |
| Q4 2019 | $259,059,000 | +126889.7% | 5,122 | +20.2% | 0.21% | -43.1% |
| Q1 2018 | $204,000 | -1.4% | 4,260 | +0.5% | 0.37% | +375.6% |
| Q4 2017 | $207,000 | -1.9% | 4,240 | -2.1% | 0.08% | -4.9% |
| Q3 2017 | $211,000 | -2.3% | 4,330 | -2.5% | 0.08% | -2.4% |
| Q2 2017 | $216,000 | – | 4,441 | – | 0.08% | – |
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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% |