SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -0.9% | 4,554 | +3.2% | 0.00% | 0.0% |
| Q1 2022 | $211,000 | -7.0% | 4,413 | +0.7% | 0.00% | 0.0% |
| Q4 2021 | $227,000 | +0.9% | 4,381 | +0.5% | 0.00% | -20.0% |
| Q3 2021 | $225,000 | -0.9% | 4,359 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $227,000 | +0.9% | 4,356 | -0.2% | 0.01% | -54.5% |
| Q1 2021 | $225,000 | +9.2% | 4,363 | +9.7% | 0.01% | -45.0% |
| Q2 2020 | $206,000 | -5.5% | 3,978 | -8.7% | 0.02% | -4.8% |
| Q1 2020 | $218,000 | -23.0% | 4,356 | -22.0% | 0.02% | -22.2% |
| Q4 2019 | $283,000 | – | 5,586 | – | 0.03% | – |
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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% |