SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 320 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,646 | +1151.2% | 2,326 | +1221.6% | 0.00% | – |
| Q2 2023 | $8,124 | +62.2% | 176 | +64.5% | 0.00% | – |
| Q1 2023 | $5,010 | -29.1% | 107 | -31.0% | 0.00% | – |
| Q4 2022 | $7,071 | +41.4% | 155 | +46.2% | 0.00% | – |
| Q3 2022 | $5,000 | -95.8% | 106 | -95.4% | 0.00% | -100.0% |
| Q3 2021 | $118,000 | +742.9% | 2,280 | +744.4% | 0.00% | – |
| Q2 2021 | $14,000 | +1300.0% | 270 | +900.0% | 0.00% | – |
| Q3 2020 | $1,000 | -80.0% | 27 | -73.0% | 0.00% | – |
| Q2 2020 | $5,000 | -64.3% | 100 | -63.1% | 0.00% | – |
| Q1 2020 | $14,000 | – | 271 | – | 0.00% | – |
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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% |