SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 158 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $226,000 | -3.8% | 4,500 | -5.6% | 0.01% | -12.5% |
| Q1 2019 | $235,000 | +2.6% | 4,768 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $229,000 | -0.4% | 4,768 | -1.7% | 0.01% | +28.6% |
| Q3 2018 | $230,000 | -26.8% | 4,850 | -25.9% | 0.01% | -36.4% |
| Q2 2018 | $314,000 | 0.0% | 6,543 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $314,000 | -13.0% | 6,543 | -11.2% | 0.01% | -7.7% |
| Q4 2017 | $361,000 | +0.3% | 7,368 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $360,000 | -4.5% | 7,368 | -4.8% | 0.01% | -6.7% |
| Q2 2017 | $377,000 | +1.6% | 7,743 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $371,000 | +6.0% | 7,743 | +5.1% | 0.02% | 0.0% |
| Q4 2016 | $350,000 | +19.9% | 7,368 | +26.5% | 0.02% | +25.0% |
| Q3 2016 | $292,000 | -1.0% | 5,826 | 0.0% | 0.01% | -7.7% |
| Q2 2016 | $295,000 | -20.1% | 5,826 | -22.1% | 0.01% | -18.8% |
| Q1 2016 | $369,000 | – | 7,481 | – | 0.02% | – |
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% |