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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,337 | +26.6% | 6,026 | +38.4% | 0.01% | -29.4% |
| Q1 2022 | $208,000 | -25.7% | 4,354 | -19.7% | 0.02% | -43.3% |
| Q4 2021 | $280,000 | +0.4% | 5,419 | 0.0% | 0.03% | -6.2% |
| Q3 2021 | $279,000 | -1.1% | 5,419 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $282,000 | +0.7% | 5,419 | 0.0% | 0.03% | -8.1% |
| Q1 2021 | $280,000 | -69.1% | 5,419 | -68.6% | 0.04% | -68.6% |
| Q4 2020 | $907,000 | +29.6% | 17,277 | +28.2% | 0.12% | +7.3% |
| Q3 2020 | $700,000 | +6.7% | 13,477 | +6.1% | 0.11% | -1.8% |
| Q2 2020 | $656,000 | +20.1% | 12,707 | +16.3% | 0.11% | -5.9% |
| Q1 2020 | $546,000 | +9.4% | 10,927 | +10.7% | 0.12% | +48.8% |
| Q4 2019 | $499,000 | -0.2% | 9,873 | 0.0% | 0.08% | -7.0% |
| Q3 2019 | $500,000 | +40.4% | 9,873 | +39.0% | 0.09% | +26.5% |
| Q2 2019 | $356,000 | +56.8% | 7,102 | +54.3% | 0.07% | +51.1% |
| Q1 2019 | $227,000 | – | 4,602 | – | 0.04% | – |
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% |