SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $670,000 | -3.2% | 12,864 | -4.0% | 0.10% | -8.2% |
| Q1 2021 | $692,000 | -17.8% | 13,394 | -16.5% | 0.11% | -21.4% |
| Q4 2020 | $842,000 | +0.2% | 16,049 | -0.7% | 0.14% | -11.9% |
| Q3 2020 | $840,000 | -6.1% | 16,168 | -6.6% | 0.16% | -10.2% |
| Q2 2020 | $895,000 | +11.3% | 17,319 | +7.7% | 0.18% | -14.5% |
| Q1 2020 | $804,000 | -2.4% | 16,075 | -1.3% | 0.21% | +27.8% |
| Q4 2019 | $824,000 | -5.4% | 16,294 | -5.2% | 0.16% | -13.4% |
| Q3 2019 | $871,000 | -1.5% | 17,184 | -2.6% | 0.19% | -11.8% |
| Q2 2019 | $884,000 | -2.4% | 17,640 | -4.0% | 0.21% | -16.5% |
| Q1 2019 | $906,000 | +13.5% | 18,382 | +10.8% | 0.25% | -14.8% |
| Q4 2018 | $798,000 | +1.1% | 16,593 | -0.2% | 0.30% | +20.6% |
| Q3 2018 | $789,000 | -3.4% | 16,626 | -2.4% | 0.25% | -14.2% |
| Q2 2018 | $817,000 | +0.1% | 17,029 | +0.2% | 0.29% | +18.0% |
| Q1 2018 | $816,000 | -2.2% | 16,987 | -0.3% | 0.24% | -2.8% |
| Q4 2017 | $834,000 | -7.2% | 17,032 | -7.3% | 0.25% | +14.6% |
| Q3 2017 | $899,000 | +0.7% | 18,379 | +0.2% | 0.22% | -5.2% |
| Q2 2017 | $893,000 | +1.7% | 18,342 | +0.1% | 0.23% | -5.7% |
| Q1 2017 | $878,000 | -2.8% | 18,318 | -3.7% | 0.24% | -10.6% |
| Q4 2016 | $903,000 | -27.6% | 19,026 | -23.6% | 0.27% | -24.3% |
| Q3 2016 | $1,248,000 | +13.1% | 24,916 | +14.3% | 0.36% | +199.2% |
| Q2 2016 | $1,103,000 | +19.4% | 21,802 | +15.8% | 0.12% | -65.5% |
| Q1 2016 | $924,000 | – | 18,820 | – | 0.35% | – |
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% |