SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 265 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $332,000 | -94.4% | 6,925 | -93.9% | 0.00% | -100.0% |
| Q4 2020 | $5,912,000 | +1524.2% | 112,635 | +1498.3% | 0.00% | – |
| Q2 2020 | $364,000 | -59.4% | 7,047 | -60.7% | 0.00% | – |
| Q1 2020 | $896,000 | -39.0% | 17,914 | -41.5% | 0.00% | – |
| Q1 2018 | $1,470,000 | -71.1% | 30,605 | -70.5% | 0.00% | -100.0% |
| Q4 2017 | $5,085,000 | +79.8% | 103,849 | +79.6% | 0.00% | 0.0% |
| Q3 2017 | $2,828,000 | +812.3% | 57,816 | +806.2% | 0.00% | – |
| Q2 2017 | $310,000 | -93.5% | 6,380 | -93.6% | 0.00% | -100.0% |
| Q1 2017 | $4,775,000 | +442.0% | 99,651 | +436.6% | 0.00% | – |
| Q4 2016 | $881,000 | -38.9% | 18,570 | -34.9% | 0.00% | – |
| Q2 2016 | $1,442,000 | +511.0% | 28,511 | +496.5% | 0.00% | – |
| Q1 2016 | $236,000 | – | 4,780 | – | 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% |