SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 320 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $229,884 | +2.6% | 4,910 | 0.0% | 0.01% | -18.2% |
| Q4 2022 | $223,994 | +5.2% | 4,910 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $213,000 | -96.8% | 4,859 | -96.5% | 0.01% | -96.0% |
| Q1 2022 | $6,650,000 | +3051.7% | 138,902 | +3299.5% | 0.28% | +2988.9% |
| Q4 2021 | $211,000 | +0.5% | 4,086 | +0.4% | 0.01% | -10.0% |
| Q3 2021 | $210,000 | -5.4% | 4,068 | -4.3% | 0.01% | -9.1% |
| Q2 2021 | $222,000 | +1.8% | 4,249 | +0.3% | 0.01% | -15.4% |
| Q1 2021 | $218,000 | -7.6% | 4,235 | -14.4% | 0.01% | -71.7% |
| Q4 2016 | $236,000 | -19.5% | 4,949 | -15.4% | 0.05% | -22.0% |
| Q3 2016 | $293,000 | -98.5% | 5,848 | -98.5% | 0.06% | -98.6% |
| Q2 2016 | $19,829,000 | -7.2% | 391,964 | -9.5% | 4.10% | -13.8% |
| Q1 2016 | $21,378,000 | – | 433,304 | – | 4.76% | – |
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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% |