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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,622 | -83.1% | 5,941 | -82.1% | 0.02% | -82.9% |
| Q2 2023 | $1,533,666 | +526.0% | 33,225 | +497.7% | 0.13% | +396.2% |
| Q3 2022 | $245,000 | -77.1% | 5,559 | -73.2% | 0.03% | -72.6% |
| Q4 2021 | $1,071,000 | +391.3% | 20,708 | +350.2% | 0.10% | +106.5% |
| Q3 2018 | $218,000 | -1.4% | 4,600 | 0.0% | 0.05% | -6.1% |
| Q1 2018 | $221,000 | -1.8% | 4,600 | 0.0% | 0.05% | -2.0% |
| Q4 2017 | $225,000 | – | 4,600 | – | 0.05% | – |
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% |