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 | $308,401 | -1.6% | 6,741 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $313,322 | -7.9% | 6,741 | -6.9% | 0.00% | 0.0% |
| Q4 2023 | $340,327 | +15.2% | 7,241 | +7.1% | 0.00% | 0.0% |
| Q3 2023 | $295,412 | +117.0% | 6,760 | +129.2% | 0.00% | – |
| Q2 2023 | $136,126 | -1.4% | 2,949 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $138,072 | -23.3% | 2,949 | -25.2% | 0.00% | 0.0% |
| Q4 2022 | $179,925 | -39.0% | 3,944 | -41.2% | 0.00% | 0.0% |
| Q3 2022 | $295,000 | -64.4% | 6,707 | -62.8% | 0.00% | -75.0% |
| Q2 2022 | $828,000 | -4.9% | 18,049 | -0.8% | 0.00% | +33.3% |
| Q1 2022 | $871,000 | -9.8% | 18,198 | -2.5% | 0.00% | 0.0% |
| Q4 2021 | $966,000 | -1.2% | 18,664 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $978,000 | -0.9% | 18,973 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $987,000 | +0.9% | 18,940 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $978,000 | +325.2% | 18,940 | +331.4% | 0.00% | +300.0% |
| Q4 2020 | $230,000 | +0.9% | 4,390 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $228,000 | +0.4% | 4,390 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $227,000 | +3.2% | 4,390 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $220,000 | -7.6% | 4,390 | -6.7% | 0.00% | 0.0% |
| Q4 2019 | $238,000 | +13.3% | 4,706 | +13.6% | 0.00% | 0.0% |
| Q3 2019 | $210,000 | +5.5% | 4,143 | +4.6% | 0.00% | 0.0% |
| Q2 2019 | $199,000 | -47.5% | 3,961 | -48.5% | 0.00% | -50.0% |
| Q1 2019 | $379,000 | +3.0% | 7,687 | +0.5% | 0.00% | -33.3% |
| Q4 2018 | $368,000 | -26.7% | 7,651 | -23.7% | 0.00% | -25.0% |
| Q3 2016 | $502,000 | -21.6% | 10,023 | -20.7% | 0.00% | -33.3% |
| Q2 2016 | $640,000 | – | 12,646 | – | 0.01% | – |
Download | ||||||
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% |