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%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $625,959 | -5.3% | 14,324 | 0.0% | 0.08% | -6.2% |
Q2 2023 | $661,196 | -1.4% | 14,324 | 0.0% | 0.08% | -6.9% |
Q1 2023 | $670,650 | +2.6% | 14,324 | 0.0% | 0.09% | -3.3% |
Q4 2022 | $653,461 | +35.6% | 14,324 | +30.7% | 0.09% | +30.4% |
Q3 2022 | $482,000 | -24.6% | 10,956 | -21.4% | 0.07% | -15.9% |
Q2 2022 | $639,000 | -7.9% | 13,933 | -3.9% | 0.08% | +12.3% |
Q1 2022 | $694,000 | – | 14,503 | – | 0.07% | – |
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% |