SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 320 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $258,000 | -6.5% | 5,397 | +1.1% | 0.02% | -4.0% |
| Q4 2021 | $276,000 | +26.0% | 5,339 | +25.6% | 0.02% | +13.6% |
| Q3 2021 | $219,000 | +6.3% | 4,250 | +7.4% | 0.02% | +4.8% |
| Q2 2021 | $206,000 | -1.9% | 3,959 | -5.3% | 0.02% | -25.0% |
| Q2 2019 | $210,000 | -39.0% | 4,181 | -40.1% | 0.03% | -41.7% |
| Q1 2019 | $344,000 | +71.1% | 6,981 | +67.5% | 0.05% | +50.0% |
| Q4 2018 | $201,000 | -35.0% | 4,168 | -35.9% | 0.03% | -22.0% |
| Q3 2018 | $309,000 | +8.0% | 6,507 | +9.3% | 0.04% | +86.4% |
| Q2 2018 | $286,000 | – | 5,952 | – | 0.02% | – |
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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% |