SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 336 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,322 | +89.3% | 76 | +100.0% | 0.00% | – |
| Q2 2023 | $1,755 | -1.4% | 38 | 0.0% | 0.00% | – |
| Q1 2023 | $1,780 | +2.7% | 38 | 0.0% | 0.00% | – |
| Q4 2022 | $1,734 | -13.3% | 38 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -87.5% | 38 | -88.9% | 0.00% | -100.0% |
| Q1 2022 | $16,000 | -11.1% | 342 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | 0.0% | 342 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 342 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | 0.0% | 342 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | 0.0% | 342 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $18,000 | 0.0% | 342 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | 0.0% | 342 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +5.9% | 342 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | – | 342 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newport Capital Group, LLC | 76,431 | $4,012,000 | 3.46% |
| Alliance Wealth Management Group | 146,912 | $7,711,000 | 3.04% |
| RITHOLTZ WEALTH MANAGEMENT | 491,786 | $25,814,000 | 2.47% |
| Wealthfront Advisers LLC | 6,986,059 | $366,698,000 | 2.20% |
| FSA Wealth Management LLC | 83,670 | $4,392,000 | 2.20% |
| Towercrest Capital Management | 164,269 | $8,622,000 | 1.94% |
| Pacific Edge Advisors, LLC | 60,950 | $3,199,000 | 1.67% |
| Reby Advisors, LLC | 120,821 | $6,342,000 | 1.66% |
| New Potomac Partners, LLC | 43,275 | $2,272,000 | 1.64% |
| CX Institutional | 305,994 | $16,062,000 | 1.55% |