SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 135 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $83,412,000 | +4.6% | 1,705,424 | +4.1% | 0.50% | -1.6% |
| Q2 2017 | $79,737,000 | +8.6% | 1,637,653 | +6.9% | 0.51% | +3.0% |
| Q1 2017 | $73,418,000 | +39.0% | 1,532,089 | +37.6% | 0.49% | +26.2% |
| Q4 2016 | $52,836,000 | -4.5% | 1,113,738 | +0.8% | 0.39% | -11.2% |
| Q3 2016 | $55,315,000 | +4.5% | 1,104,539 | +5.6% | 0.44% | -1.6% |
| Q2 2016 | $52,930,000 | +9.5% | 1,046,260 | +6.8% | 0.45% | +3.5% |
| Q1 2016 | $48,323,000 | – | 979,447 | – | 0.43% | – |
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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% |