SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,934 | -5.1% | 67 | 0.0% | 0.00% | – |
| Q2 2023 | $3,093 | -16.4% | 67 | -15.2% | 0.00% | – |
| Q1 2023 | $3,699 | +22.8% | 79 | +19.7% | 0.00% | – |
| Q4 2022 | $3,011 | – | 66 | +1000.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 6 | -98.5% | 0.00% | -100.0% |
| Q1 2022 | $19,000 | -5.0% | 392 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | +566.7% | 392 | +564.4% | 0.00% | – |
| Q3 2021 | $3,000 | -91.7% | 59 | -91.4% | 0.00% | -100.0% |
| Q2 2021 | $36,000 | 0.0% | 687 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $36,000 | +800.0% | 687 | +881.4% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | -50.0% | 70 | -55.1% | 0.00% | – |
| Q2 2020 | $8,000 | +100.0% | 156 | +92.6% | 0.00% | – |
| Q1 2020 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | -78.9% | 81 | -78.6% | 0.00% | -100.0% |
| Q3 2019 | $19,000 | – | 379 | +7480.0% | 0.00% | – |
| Q1 2019 | $0 | – | 5 | +66.7% | 0.00% | – |
| Q4 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | – | 0.00% | – |
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% |