SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,959 | -2.5% | 205 | +3.0% | 0.00% | – |
| Q2 2023 | $9,186 | +2.7% | 199 | +4.2% | 0.00% | – |
| Q1 2023 | $8,943 | -41.7% | 191 | -43.2% | 0.00% | – |
| Q4 2022 | $15,328 | -14.8% | 336 | -20.0% | 0.00% | – |
| Q3 2022 | $18,000 | +125.0% | 420 | +169.2% | 0.00% | – |
| Q2 2022 | $8,000 | -84.3% | 156 | -85.2% | 0.00% | – |
| Q1 2022 | $51,000 | +37.8% | 1,056 | +45.1% | 0.00% | – |
| Q4 2021 | $37,000 | +5.7% | 728 | +6.9% | 0.00% | – |
| Q3 2021 | $35,000 | -7.9% | 681 | -8.6% | 0.00% | – |
| Q2 2021 | $38,000 | +216.7% | 745 | +221.1% | 0.00% | – |
| Q1 2021 | $12,000 | -7.7% | 232 | -4.1% | 0.00% | – |
| Q4 2020 | $13,000 | 0.0% | 242 | -5.8% | 0.00% | – |
| Q3 2020 | $13,000 | -43.5% | 257 | -41.5% | 0.00% | – |
| Q2 2020 | $23,000 | +187.5% | 439 | +152.3% | 0.00% | – |
| Q1 2020 | $8,000 | -38.5% | 174 | -33.3% | 0.00% | – |
| Q4 2019 | $13,000 | -7.1% | 261 | -8.1% | 0.00% | – |
| Q3 2019 | $14,000 | -30.0% | 284 | -30.0% | 0.00% | – |
| Q2 2019 | $20,000 | +66.7% | 406 | +62.4% | 0.00% | – |
| Q1 2019 | $12,000 | -7.7% | 250 | -10.7% | 0.00% | – |
| Q4 2018 | $13,000 | +44.4% | 280 | +46.6% | 0.00% | – |
| Q3 2018 | $9,000 | -18.2% | 191 | -16.2% | 0.00% | – |
| Q2 2018 | $11,000 | -26.7% | 228 | -23.7% | 0.00% | – |
| Q1 2018 | $15,000 | -21.1% | 299 | -22.5% | 0.00% | – |
| Q4 2017 | $19,000 | +26.7% | 386 | +29.5% | 0.00% | – |
| Q3 2017 | $15,000 | +66.7% | 298 | +69.3% | 0.00% | – |
| Q2 2017 | $9,000 | 0.0% | 176 | -9.3% | 0.00% | – |
| Q1 2017 | $9,000 | +12.5% | 194 | +17.6% | 0.00% | – |
| Q4 2016 | $8,000 | -11.1% | 165 | -9.3% | 0.00% | – |
| Q3 2016 | $9,000 | – | 182 | – | 0.00% | – |
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% |