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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $149,000 | -4.5% | 3,250 | 0.0% | 0.11% | +6.9% |
| Q1 2022 | $156,000 | -7.1% | 3,250 | 0.0% | 0.10% | -3.8% |
| Q4 2021 | $168,000 | 0.0% | 3,250 | 0.0% | 0.10% | -8.7% |
| Q3 2021 | $168,000 | -0.6% | 3,250 | 0.0% | 0.12% | -2.5% |
| Q2 2021 | $169,000 | +0.6% | 3,250 | 0.0% | 0.12% | -3.3% |
| Q1 2021 | $168,000 | -1.8% | 3,250 | 0.0% | 0.12% | -9.6% |
| Q4 2020 | $171,000 | +1.2% | 3,250 | 0.0% | 0.14% | -8.2% |
| Q3 2020 | $169,000 | +0.6% | 3,250 | 0.0% | 0.15% | -4.5% |
| Q2 2020 | $168,000 | +3.7% | 3,250 | 0.0% | 0.15% | -14.4% |
| Q1 2020 | $162,000 | -1.2% | 3,250 | 0.0% | 0.18% | +23.3% |
| Q4 2019 | $164,000 | -0.6% | 3,250 | 0.0% | 0.15% | -7.0% |
| Q3 2019 | $165,000 | +10.7% | 3,250 | +9.1% | 0.16% | +8.3% |
| Q2 2019 | $149,000 | +1.4% | 2,980 | 0.0% | 0.14% | -2.0% |
| Q1 2019 | $147,000 | +2.8% | 2,980 | 0.0% | 0.15% | -9.2% |
| Q4 2018 | $143,000 | +1.4% | 2,980 | 0.0% | 0.16% | +21.6% |
| Q3 2018 | $141,000 | -1.4% | 2,980 | 0.0% | 0.13% | -4.3% |
| Q2 2018 | $143,000 | 0.0% | 2,980 | 0.0% | 0.14% | -9.1% |
| Q1 2018 | $143,000 | -2.1% | 2,980 | 0.0% | 0.15% | +1.3% |
| Q4 2017 | $146,000 | 0.0% | 2,980 | 0.0% | 0.15% | -5.0% |
| Q3 2017 | $146,000 | +0.7% | 2,980 | 0.0% | 0.16% | -3.0% |
| Q2 2017 | $145,000 | -13.2% | 2,980 | -14.4% | 0.16% | -14.1% |
| Q1 2017 | $167,000 | -32.9% | 3,480 | -33.6% | 0.19% | -32.2% |
| Q4 2016 | $249,000 | -37.8% | 5,240 | -33.8% | 0.28% | -38.3% |
| Q3 2016 | $400,000 | 0.0% | 7,912 | 0.0% | 0.46% | +0.4% |
| Q2 2016 | $400,000 | -13.8% | 7,912 | -15.9% | 0.46% | -12.3% |
| Q1 2016 | $464,000 | – | 9,412 | – | 0.52% | – |
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% |