SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,164,000 | +101.4% | 22,416 | +100.0% | 0.05% | -4.2% |
| Q3 2021 | $578,000 | -1.0% | 11,208 | 0.0% | 0.05% | -4.0% |
| Q2 2021 | $584,000 | +0.9% | 11,208 | 0.0% | 0.05% | -24.2% |
| Q1 2021 | $579,000 | -1.7% | 11,208 | 0.0% | 0.07% | +4.8% |
| Q4 2020 | $589,000 | -40.0% | 11,208 | -40.7% | 0.06% | -57.1% |
| Q3 2020 | $982,000 | -0.9% | 18,907 | -1.4% | 0.15% | -7.0% |
| Q2 2020 | $991,000 | +2.0% | 19,174 | -1.3% | 0.16% | -25.1% |
| Q1 2020 | $972,000 | -14.8% | 19,432 | -13.9% | 0.21% | -4.1% |
| Q4 2019 | $1,141,000 | -2.7% | 22,563 | -2.5% | 0.22% | -7.2% |
| Q3 2019 | $1,173,000 | -89.7% | 23,140 | +1.8% | 0.24% | +8.2% |
| Q2 2019 | $11,383,000 | +918.2% | 22,726 | +0.2% | 0.22% | +3.3% |
| Q1 2019 | $1,118,000 | -54.7% | 22,678 | -55.8% | 0.21% | -60.2% |
| Q4 2018 | $2,470,000 | +720.6% | 51,300 | +717.8% | 0.53% | +574.7% |
| Q1 2018 | $301,000 | -58.8% | 6,273 | -57.9% | 0.08% | -55.6% |
| Q4 2017 | $730,000 | +6.7% | 14,906 | +3.4% | 0.18% | -4.8% |
| Q4 2016 | $684,000 | – | 14,417 | – | 0.19% | – |
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% |