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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 192,542 | $8,288,937 | 6.05% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3,218,514 | $140,649,075 | 3.94% |
| Sterling Financial Group, Inc. | 103,210 | $4,510,255 | 2.83% |
| Revolve Wealth Partners, LLC | 267,640 | $11,695,861 | 2.69% |
| Braun-Bostich & Associates Inc. | 32,951 | $1,439,943 | 2.69% |
| Aquire Wealth Advisors, LLC | 125,027 | $5,463,680 | 2.28% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 107,000 | $4,644,870 | 2.07% |
| Goodman Advisory Group, LLC | 125,799 | $5,497,398 | 2.05% |
| One Capital Management, LLC | 824,484 | $36,029,950 | 1.60% |
| JFS WEALTH ADVISORS, LLC | 371,449 | $16,232,333 | 1.53% |
| Versant Capital Management, Inc | 98,355 | $4,298,125 | 1.37% |
| SRS Capital Advisors, Inc. | 229,725 | $10,038,971 | 1.25% |
| Towercrest Capital Management | 140,825 | $6,154,053 | 1.20% |
| Moser Wealth Advisors, LLC | 38,790 | $1,695,123 | 1.19% |
| Wealthfront Advisers LLC | 6,290,423 | $274,891,486 | 1.18% |
| BAILARD, INC. | 781,176 | $34,137,391 | 1.13% |
| CX Institutional | 461,171 | $20,140,891 | 1.11% |
| FLOW TRADERS U.S. LLC | 530,653 | $23,190 | 1.09% |
| SWS Partners | 61,533 | $2,688,996 | 0.99% |
| FREEDOM WEALTH ALLIANCE, LLC | 13,752 | $600,962 | 0.99% |
External links
This page lists SPDR SER TR's shareholders in Q3 2023. To view SPDR SER TR's shareholder history, click here.