SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 170 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,908 | -1.4% | 63 | 0.0% | 0.00% | – |
| Q1 2023 | $2,950 | -99.3% | 63 | -99.3% | 0.00% | -100.0% |
| Q3 2022 | $421,000 | -13.9% | 9,568 | -10.3% | 0.01% | -7.1% |
| Q2 2022 | $489,000 | -5.2% | 10,668 | -1.0% | 0.01% | +7.7% |
| Q1 2022 | $516,000 | -6.5% | 10,771 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $552,000 | +0.4% | 10,668 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $550,000 | -1.1% | 10,668 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $556,000 | -8.4% | 10,668 | -9.2% | 0.02% | -11.8% |
| Q1 2021 | $607,000 | -1.6% | 11,754 | 0.0% | 0.02% | -15.0% |
| Q4 2020 | $617,000 | +11.4% | 11,754 | +10.2% | 0.02% | -9.1% |
| Q3 2020 | $554,000 | +0.5% | 10,668 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $551,000 | +3.4% | 10,668 | 0.0% | 0.02% | -8.0% |
| Q1 2020 | $533,000 | -1.3% | 10,668 | 0.0% | 0.02% | +25.0% |
| Q4 2019 | $540,000 | -0.2% | 10,668 | 0.0% | 0.02% | -16.7% |
| Q3 2019 | $541,000 | -3.2% | 10,668 | -4.4% | 0.02% | -4.0% |
| Q2 2019 | $559,000 | +521.1% | 11,158 | +486.0% | 0.02% | +733.3% |
| Q3 2018 | $90,000 | 0.0% | 1,904 | 0.0% | 0.00% | -57.1% |
| Q4 2016 | $90,000 | – | 1,904 | – | 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% |