ClearBridge Investments - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ClearBridge Investments ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$2,218,238
+5.7%
47,378
+3.0%
0.00%0.0%
Q4 2022$2,099,159
+3.3%
46,014
-0.4%
0.00%0.0%
Q3 2022$2,033,000
+25.9%
46,206
+31.2%
0.00%0.0%
Q2 2022$1,615,000
-28.4%
35,206
-25.3%
0.00%0.0%
Q1 2022$2,257,000
+21.0%
47,131
+30.7%
0.00%
+100.0%
Q4 2021$1,866,000
+0.3%
36,0630.0%0.00%0.0%
Q3 2021$1,860,000
+2.8%
36,063
+3.9%
0.00%0.0%
Q2 2021$1,809,000
+236.9%
34,710
+233.8%
0.00%
Q1 2021$537,000
+16.2%
10,397
+18.2%
0.00%
Q4 2020$462,000
+1.1%
8,7980.0%0.00%
Q3 2020$457,000
+0.4%
8,7980.0%0.00%
Q2 2020$455,000
+2294.7%
8,798
+2215.3%
0.00%
Q1 2020$19,0000.0%3800.0%0.00%
Q4 2019$19,0000.0%3800.0%0.00%
Q3 2019$19,0000.0%3800.0%0.00%
Q2 2019$19,000
-96.1%
380
-96.1%
0.00%
Q1 2019$485,000
+2.3%
9,8430.0%0.00%
Q4 2018$474,000
-2.3%
9,843
-3.6%
0.00%
Q3 2018$485,000
-0.4%
10,214
+0.7%
0.00%
Q2 2018$487,0000.0%10,1430.0%0.00%
Q1 2018$487,000
+1181.6%
10,143
+2.2%
0.00%
Q4 2017$38,000
-92.2%
9,9240.0%0.00%
Q3 2017$485,000
+0.4%
9,9240.0%0.00%
Q2 2017$483,000
+1.5%
9,9240.0%0.00%
Q1 2017$476,000
+1.1%
9,9240.0%0.00%
-100.0%
Q4 2016$471,000
-5.2%
9,9240.0%0.00%0.0%
Q3 2016$497,000
-11.7%
9,924
-10.9%
0.00%0.0%
Q2 2016$563,000
+2.6%
11,1350.0%0.00%0.0%
Q1 2016$549,00011,1350.00%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 192,542$8,288,9376.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3,218,514$140,649,0753.94%
Sterling Financial Group, Inc. 103,210$4,510,2552.83%
Revolve Wealth Partners, LLC 267,640$11,695,8612.69%
Braun-Bostich & Associates Inc. 32,951$1,439,9432.69%
Aquire Wealth Advisors, LLC 125,027$5,463,6802.28%
ROBINSON CAPITAL MANAGEMENT, LLC 107,000$4,644,8702.07%
Goodman Advisory Group, LLC 125,799$5,497,3982.05%
One Capital Management, LLC 824,484$36,029,9501.60%
JFS WEALTH ADVISORS, LLC 371,449$16,232,3331.53%
View complete list of SPDR SER TR shareholders