SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 135 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $373,000 | -88.4% | 7,849 | -88.3% | 0.01% | -88.0% |
| Q2 2018 | $3,226,000 | -23.0% | 67,246 | -23.0% | 0.12% | -6.4% |
| Q1 2018 | $4,192,000 | -5.5% | 87,289 | -3.6% | 0.12% | +3.3% |
| Q4 2017 | $4,436,000 | +1.6% | 90,578 | +1.4% | 0.12% | +0.8% |
| Q3 2017 | $4,368,000 | -2.6% | 89,298 | -3.0% | 0.12% | -9.8% |
| Q2 2017 | $4,484,000 | -22.2% | 92,083 | -23.4% | 0.13% | -24.4% |
| Q1 2017 | $5,760,000 | -11.5% | 120,210 | -12.4% | 0.18% | -5.9% |
| Q4 2016 | $6,512,000 | -1.5% | 137,262 | +4.0% | 0.19% | -32.0% |
| Q3 2016 | $6,611,000 | -4.0% | 132,015 | -3.1% | 0.28% | -11.6% |
| Q2 2016 | $6,890,000 | -8.4% | 136,189 | -10.7% | 0.31% | -9.3% |
| Q1 2016 | $7,523,000 | – | 152,489 | – | 0.34% | – |
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% |