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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $236,000 | -2.1% | 5,362 | +2.0% | 0.01% | +12.5% |
| Q2 2022 | $241,000 | -6.9% | 5,255 | -2.9% | 0.01% | 0.0% |
| Q1 2022 | $259,000 | -22.5% | 5,414 | -16.2% | 0.01% | -11.1% |
| Q4 2021 | $334,000 | +0.3% | 6,460 | +0.1% | 0.01% | -10.0% |
| Q3 2021 | $333,000 | +8.1% | 6,454 | +9.1% | 0.01% | +11.1% |
| Q2 2021 | $308,000 | -24.1% | 5,917 | -24.7% | 0.01% | -30.8% |
| Q1 2021 | $406,000 | +4.6% | 7,854 | +6.3% | 0.01% | 0.0% |
| Q4 2020 | $388,000 | +1.3% | 7,387 | +0.3% | 0.01% | -13.3% |
| Q3 2020 | $383,000 | +26.0% | 7,368 | +25.2% | 0.02% | +15.4% |
| Q2 2020 | $304,000 | +5.2% | 5,885 | +1.8% | 0.01% | -23.5% |
| Q1 2020 | $289,000 | – | 5,783 | – | 0.02% | – |
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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% |