SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 316 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $594 | -55.3% | 12,865 | -54.7% | 0.24% | -58.5% |
| Q1 2023 | $1,329 | +14.0% | 28,378 | +11.1% | 0.59% | +39.8% |
| Q4 2022 | $1,166 | -99.7% | 25,550 | +184.5% | 0.42% | +217.3% |
| Q1 2022 | $430,000 | -80.7% | 8,982 | -79.1% | 0.13% | -66.6% |
| Q4 2021 | $2,225,000 | +556.3% | 43,006 | +554.1% | 0.40% | +282.7% |
| Q3 2021 | $339,000 | -32.2% | 6,575 | -31.4% | 0.10% | +1.0% |
| Q2 2021 | $500,000 | -82.4% | 9,591 | -82.5% | 0.10% | -86.0% |
| Q1 2021 | $2,836,000 | +74.3% | 54,890 | +77.1% | 0.74% | +88.3% |
| Q4 2020 | $1,627,000 | +309.8% | 30,990 | +305.5% | 0.39% | -50.1% |
| Q3 2020 | $397,000 | – | 7,642 | – | 0.79% | – |
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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% |