SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $560,584 | -7.2% | 12,828 | -1.9% | 0.38% | -5.7% |
| Q2 2023 | $603,773 | +101374.5% | 13,080 | +3.0% | 0.40% | -3.6% |
| Q1 2023 | $595 | +0.3% | 12,702 | -2.3% | 0.42% | +1.2% |
| Q4 2022 | $593 | -99.9% | 12,997 | -2.3% | 0.41% | +1.5% |
| Q3 2022 | $585,000 | -0.5% | 13,297 | +3.7% | 0.41% | +5.2% |
| Q2 2022 | $588,000 | -1.3% | 12,819 | +2.9% | 0.39% | +9.6% |
| Q1 2022 | $596,000 | +5.7% | 12,457 | +14.3% | 0.35% | +0.9% |
| Q4 2021 | $564,000 | – | 10,897 | – | 0.35% | – |
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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% |