SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 237 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,806,000 | +7.3% | 55,463 | +7.6% | 0.02% | 0.0% |
| Q3 2019 | $2,614,000 | +5.8% | 51,555 | +4.6% | 0.02% | 0.0% |
| Q2 2019 | $2,471,000 | +17.1% | 49,284 | +15.0% | 0.02% | +12.5% |
| Q1 2019 | $2,111,000 | +0.0% | 42,842 | -2.3% | 0.02% | -15.8% |
| Q4 2018 | $2,110,000 | -6.6% | 43,844 | -7.9% | 0.02% | 0.0% |
| Q3 2018 | $2,260,000 | -8.8% | 47,599 | -7.7% | 0.02% | -17.4% |
| Q2 2018 | $2,477,000 | 0.0% | 51,593 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,477,000 | +14.6% | 51,593 | +16.9% | 0.02% | +9.5% |
| Q4 2017 | $2,162,000 | +16.0% | 44,153 | +15.9% | 0.02% | +5.0% |
| Q3 2017 | $1,863,000 | -7.4% | 38,095 | -7.8% | 0.02% | -16.7% |
| Q2 2017 | $2,011,000 | +17.5% | 41,317 | +15.6% | 0.02% | +9.1% |
| Q1 2017 | $1,712,000 | -49.4% | 35,752 | -48.5% | 0.02% | -53.2% |
| Q4 2016 | $3,386,000 | +0.9% | 69,400 | +3.5% | 0.05% | -6.0% |
| Q3 2016 | $3,356,000 | +73.7% | 67,080 | +75.6% | 0.05% | +61.3% |
| Q2 2016 | $1,932,000 | +91.5% | 38,210 | +86.8% | 0.03% | +72.2% |
| Q1 2016 | $1,009,000 | – | 20,459 | – | 0.02% | – |
Download | ||||||
Other shareholders
| 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% |