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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $24,511 | -60.5% | 531 | -59.2% | 0.00% | -66.7% |
| Q2 2018 | $62,000 | -48.3% | 1,300 | -48.0% | 0.01% | -45.5% |
| Q1 2018 | $120,000 | -57.9% | 2,500 | -57.0% | 0.01% | -57.7% |
| Q4 2017 | $285,000 | +10.5% | 5,817 | +10.4% | 0.03% | 0.0% |
| Q3 2017 | $258,000 | +0.8% | 5,267 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $256,000 | -4.8% | 5,267 | -6.1% | 0.03% | -10.3% |
| Q1 2017 | $269,000 | +7.6% | 5,612 | +6.6% | 0.03% | 0.0% |
| Q4 2016 | $250,000 | – | 5,267 | – | 0.03% | – |
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% |