SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 316 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,350 | -5.3% | 5,500 | 0.0% | 0.09% | +2.4% |
| Q2 2023 | $253,880 | -1.4% | 5,500 | 0.0% | 0.08% | -4.5% |
| Q1 2023 | $257,510 | +2.6% | 5,500 | 0.0% | 0.09% | 0.0% |
| Q4 2022 | $250,910 | +4.1% | 5,500 | 0.0% | 0.09% | -4.3% |
| Q3 2022 | $241,000 | -4.4% | 5,500 | 0.0% | 0.09% | +2.2% |
| Q2 2022 | $252,000 | -4.2% | 5,500 | 0.0% | 0.09% | +9.8% |
| Q1 2022 | $263,000 | -7.4% | 5,500 | 0.0% | 0.08% | -9.9% |
| Q4 2021 | $284,000 | +0.4% | 5,500 | 0.0% | 0.09% | -5.2% |
| Q3 2021 | $283,000 | -1.0% | 5,500 | 0.0% | 0.10% | +4.3% |
| Q2 2021 | $286,000 | +0.7% | 5,500 | 0.0% | 0.09% | -4.2% |
| Q1 2021 | $284,000 | -1.4% | 5,500 | 0.0% | 0.10% | -8.6% |
| Q4 2020 | $288,000 | +1.1% | 5,500 | 0.0% | 0.10% | -14.6% |
| Q3 2020 | $285,000 | +0.4% | 5,500 | 0.0% | 0.12% | -1.6% |
| Q2 2020 | $284,000 | +3.3% | 5,500 | 0.0% | 0.12% | -7.4% |
| Q1 2020 | $275,000 | -1.1% | 5,500 | 0.0% | 0.14% | +45.2% |
| Q4 2019 | $278,000 | 0.0% | 5,500 | 0.0% | 0.09% | -5.1% |
| Q3 2019 | $278,000 | +1.1% | 5,500 | 0.0% | 0.10% | +2.1% |
| Q2 2019 | $275,000 | +1.5% | 5,500 | 0.0% | 0.10% | 0.0% |
| Q1 2019 | $271,000 | +2.7% | 5,500 | 0.0% | 0.10% | -11.1% |
| Q4 2018 | $264,000 | +1.1% | 5,500 | 0.0% | 0.11% | +22.7% |
| Q3 2018 | $261,000 | -0.8% | 5,500 | 0.0% | 0.09% | -5.4% |
| Q2 2018 | $263,000 | -0.4% | 5,500 | 0.0% | 0.09% | -3.1% |
| Q1 2018 | $264,000 | -1.9% | 5,500 | 0.0% | 0.10% | -4.0% |
| Q4 2017 | $269,000 | 0.0% | 5,500 | 0.0% | 0.10% | -2.0% |
| Q3 2017 | $269,000 | +0.7% | 5,500 | 0.0% | 0.10% | +2.0% |
| Q2 2017 | $267,000 | +1.5% | 5,500 | 0.0% | 0.10% | +4.2% |
| Q1 2017 | $263,000 | +1.2% | 5,500 | 0.0% | 0.10% | +2.1% |
| Q4 2016 | $260,000 | -5.5% | 5,500 | 0.0% | 0.09% | -8.7% |
| Q3 2016 | $275,000 | -1.1% | 5,500 | 0.0% | 0.10% | -3.7% |
| Q2 2016 | $278,000 | +2.6% | 5,500 | 0.0% | 0.11% | 0.0% |
| Q1 2016 | $271,000 | – | 5,500 | – | 0.11% | – |
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% |