SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 259 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $310,000 | -65.0% | 6,133 | -65.3% | 0.08% | -57.9% |
| Q2 2019 | $885,000 | +1.7% | 17,666 | 0.0% | 0.19% | -51.7% |
| Q1 2019 | $870,000 | +2.4% | 17,666 | 0.0% | 0.39% | -25.0% |
| Q4 2018 | $850,000 | +1.4% | 17,666 | 0.0% | 0.52% | +78.8% |
| Q3 2018 | $838,000 | -1.2% | 17,666 | 0.0% | 0.29% | -2.7% |
| Q1 2018 | $848,000 | +5.3% | 17,666 | +7.4% | 0.30% | +22.4% |
| Q4 2017 | $805,000 | +0.1% | 16,450 | 0.0% | 0.25% | -57.4% |
| Q3 2017 | $804,000 | +0.5% | 16,450 | 0.0% | 0.58% | +232.2% |
| Q2 2017 | $800,000 | +1.5% | 16,450 | 0.0% | 0.17% | -73.4% |
| Q1 2017 | $788,000 | +0.6% | 16,450 | 0.0% | 0.65% | -10.3% |
| Q4 2016 | $783,000 | +18.6% | 16,450 | +24.7% | 0.73% | +83.6% |
| Q3 2016 | $660,000 | +16.2% | 13,196 | +17.5% | 0.40% | -40.7% |
| Q2 2016 | $568,000 | +2.5% | 11,230 | 0.0% | 0.67% | -0.4% |
| Q1 2016 | $554,000 | – | 11,230 | – | 0.67% | – |
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% |