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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $402,000 | -36.1% | 7,760 | -36.3% | 0.08% | -44.8% |
| Q3 2021 | $629,000 | -24.7% | 12,183 | -24.0% | 0.14% | -24.3% |
| Q2 2021 | $835,000 | -21.0% | 16,028 | -21.6% | 0.19% | -24.4% |
| Q1 2021 | $1,057,000 | -38.2% | 20,456 | -37.2% | 0.25% | -43.1% |
| Q4 2020 | $1,711,000 | -5.1% | 32,590 | -6.1% | 0.44% | -5.8% |
| Q3 2020 | $1,803,000 | +1.1% | 34,710 | +0.6% | 0.47% | -4.1% |
| Q2 2020 | $1,783,000 | – | 34,516 | – | 0.49% | – |
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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% |