SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 265 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $107,000 | -67.6% | 2,078 | -67.0% | 0.02% | -90.6% |
| Q4 2020 | $330,000 | +4.1% | 6,292 | +3.1% | 0.18% | +4.6% |
| Q3 2020 | $317,000 | +2.6% | 6,102 | 0.0% | 0.17% | +6.8% |
| Q4 2019 | $309,000 | 0.0% | 6,102 | 0.0% | 0.16% | -5.8% |
| Q3 2019 | $309,000 | +1.0% | 6,102 | 0.0% | 0.17% | -1.1% |
| Q2 2019 | $306,000 | +1.7% | 6,102 | 0.0% | 0.17% | -4.4% |
| Q1 2019 | $301,000 | +2.4% | 6,102 | 0.0% | 0.18% | +28.2% |
| Q4 2018 | $294,000 | +1.4% | 6,102 | 0.0% | 0.14% | -42.7% |
| Q3 2018 | $290,000 | -1.0% | 6,102 | 0.0% | 0.25% | -4.6% |
| Q2 2018 | $293,000 | 0.0% | 6,102 | 0.0% | 0.26% | +101.6% |
| Q1 2018 | $293,000 | -1.7% | 6,102 | 0.0% | 0.13% | +13.2% |
| Q3 2017 | $298,000 | +0.3% | 6,102 | 0.0% | 0.11% | -16.2% |
| Q2 2017 | $297,000 | +1.7% | 6,102 | 0.0% | 0.14% | +4.6% |
| Q1 2017 | $292,000 | -5.5% | 6,102 | -1.2% | 0.13% | -22.2% |
| Q3 2016 | $309,000 | -1.3% | 6,178 | 0.0% | 0.17% | -2.9% |
| Q2 2016 | $313,000 | – | 6,178 | – | 0.17% | – |
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% |