SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,550 | -5.1% | 1,500 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $69,105 | -1.6% | 1,500 | 0.0% | 0.03% | -11.1% |
| Q1 2023 | $70,215 | +2.6% | 1,500 | 0.0% | 0.04% | +2.9% |
| Q4 2022 | $68,415 | +3.7% | 1,500 | 0.0% | 0.04% | -5.4% |
| Q3 2022 | $66,000 | -4.3% | 1,500 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $69,000 | -4.2% | 1,500 | 0.0% | 0.04% | +8.8% |
| Q1 2022 | $72,000 | -7.7% | 1,500 | 0.0% | 0.03% | -8.1% |
| Q4 2021 | $78,000 | +1.3% | 1,500 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $77,000 | -1.3% | 1,500 | 0.0% | 0.04% | -5.1% |
| Q2 2021 | $78,000 | +1.3% | 1,500 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $77,000 | – | 1,500 | – | 0.04% | – |
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% |