SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 336 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,691,689 | +15.0% | 84,478 | +26.1% | 0.00% | 0.0% |
| Q1 2022 | $3,209,000 | +543.1% | 67,019 | +594.2% | 0.00% | – |
| Q4 2021 | $499,000 | -14.4% | 9,654 | -13.6% | 0.00% | – |
| Q2 2021 | $583,000 | +49.9% | 11,179 | +48.6% | 0.00% | – |
| Q1 2021 | $389,000 | -87.2% | 7,523 | -87.2% | 0.00% | -100.0% |
| Q3 2020 | $3,048,000 | +483.9% | 58,688 | +480.6% | 0.00% | – |
| Q2 2020 | $522,000 | -93.7% | 10,108 | -93.9% | 0.00% | -100.0% |
| Q1 2020 | $8,285,000 | +2273.9% | 165,705 | +2298.4% | 0.00% | – |
| Q4 2019 | $349,000 | -93.3% | 6,909 | -93.2% | 0.00% | -100.0% |
| Q3 2019 | $5,172,000 | -16.6% | 102,037 | -17.5% | 0.00% | -33.3% |
| Q2 2019 | $6,205,000 | +798.0% | 123,752 | +750.1% | 0.00% | – |
| Q3 2018 | $691,000 | +54.2% | 14,558 | +55.8% | 0.00% | – |
| Q2 2018 | $448,000 | -14.7% | 9,344 | -14.6% | 0.00% | – |
| Q1 2018 | $525,000 | +92.3% | 10,939 | +95.4% | 0.00% | – |
| Q2 2017 | $273,000 | -97.4% | 5,598 | -97.3% | 0.00% | -100.0% |
| Q3 2016 | $10,327,000 | – | 206,217 | – | 0.01% | – |
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% |