SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 265 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $946 | -7.6% | 21,644 | -2.4% | 0.01% | -6.7% |
| Q2 2023 | $1,024 | -29.2% | 22,178 | -28.2% | 0.02% | -28.6% |
| Q1 2023 | $1,446 | -3.4% | 30,890 | -5.9% | 0.02% | 0.0% |
| Q4 2022 | $1,497 | -100.0% | 32,825 | -62.8% | 0.02% | -69.6% |
| Q3 2022 | $3,885,000 | -3.6% | 88,320 | +0.6% | 0.07% | 0.0% |
| Q2 2022 | $4,028,000 | +29.4% | 87,829 | +35.0% | 0.07% | +50.0% |
| Q1 2022 | $3,114,000 | +552.8% | 65,040 | +605.2% | 0.05% | +475.0% |
| Q4 2021 | $477,000 | +1.7% | 9,223 | +1.3% | 0.01% | -11.1% |
| Q3 2021 | $469,000 | -1.1% | 9,104 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $474,000 | -5.0% | 9,104 | -5.8% | 0.01% | -10.0% |
| Q1 2021 | $499,000 | -8.4% | 9,665 | -6.9% | 0.01% | -23.1% |
| Q4 2020 | $545,000 | +11.9% | 10,386 | +10.7% | 0.01% | 0.0% |
| Q3 2020 | $487,000 | +18.5% | 9,385 | +17.8% | 0.01% | +8.3% |
| Q2 2020 | $411,000 | +25.7% | 7,965 | +21.8% | 0.01% | +9.1% |
| Q1 2020 | $327,000 | +3.8% | 6,540 | +5.0% | 0.01% | +37.5% |
| Q4 2019 | $315,000 | – | 6,228 | – | 0.01% | – |
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% |