SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 170 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $345,000 | +79.7% | 7,259 | +81.5% | 0.16% | +77.3% |
| Q2 2018 | $192,000 | 0.0% | 4,000 | 0.0% | 0.09% | +23.9% |
| Q1 2018 | $192,000 | -71.3% | 4,000 | -70.7% | 0.07% | -80.7% |
| Q3 2017 | $668,000 | -13.1% | 13,649 | -13.6% | 0.37% | +3.4% |
| Q2 2017 | $769,000 | +1.6% | 15,793 | +0.0% | 0.36% | +3.5% |
| Q1 2017 | $757,000 | -0.7% | 15,787 | -1.7% | 0.34% | -11.1% |
| Q4 2016 | $762,000 | -5.1% | 16,057 | +0.2% | 0.39% | +9.9% |
| Q3 2016 | $803,000 | +2.8% | 16,025 | +3.8% | 0.35% | +18.1% |
| Q2 2016 | $781,000 | -3.3% | 15,435 | -5.7% | 0.30% | -19.5% |
| Q1 2016 | $808,000 | – | 16,375 | – | 0.37% | – |
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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% |