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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $773,000 | -1.4% | 14,951 | +0.0% | 0.04% | -7.5% |
| Q4 2020 | $784,000 | +8.1% | 14,950 | +7.1% | 0.04% | -4.8% |
| Q3 2020 | $725,000 | -3.6% | 13,965 | -4.0% | 0.04% | -6.7% |
| Q2 2020 | $752,000 | -0.8% | 14,551 | -4.0% | 0.04% | -16.7% |
| Q1 2020 | $758,000 | +42.2% | 15,162 | +44.0% | 0.05% | +80.0% |
| Q4 2019 | $533,000 | +3.9% | 10,528 | +3.9% | 0.03% | -9.1% |
| Q3 2019 | $513,000 | +1.0% | 10,128 | 0.0% | 0.03% | +6.5% |
| Q2 2019 | $508,000 | +3.0% | 10,128 | +1.3% | 0.03% | 0.0% |
| Q1 2019 | $493,000 | -83.2% | 9,998 | -83.7% | 0.03% | -85.3% |
| Q4 2018 | $2,943,000 | -7.1% | 61,174 | -8.3% | 0.21% | +12.2% |
| Q3 2018 | $3,167,000 | -1.5% | 66,687 | -0.5% | 0.19% | -7.4% |
| Q2 2018 | $3,214,000 | -3.4% | 67,003 | -3.3% | 0.20% | -5.6% |
| Q1 2018 | $3,328,000 | +24.5% | 69,288 | +26.9% | 0.22% | +26.5% |
| Q4 2017 | $2,673,000 | +8.3% | 54,589 | +8.1% | 0.17% | +5.6% |
| Q3 2017 | $2,469,000 | +24.3% | 50,488 | +23.7% | 0.16% | +22.9% |
| Q2 2017 | $1,987,000 | +11.6% | 40,817 | +9.9% | 0.13% | +10.1% |
| Q1 2017 | $1,780,000 | +1.5% | 37,156 | +0.5% | 0.12% | -3.3% |
| Q4 2016 | $1,753,000 | -23.6% | 36,958 | -19.4% | 0.12% | -25.9% |
| Q3 2016 | $2,295,000 | +24.9% | 45,829 | +26.2% | 0.17% | +20.3% |
| Q2 2016 | $1,838,000 | +9.0% | 36,324 | +6.3% | 0.14% | +8.7% |
| Q1 2016 | $1,687,000 | – | 34,181 | – | 0.13% | – |
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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% |