SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 237 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $490,000 | +0.8% | 9,479 | +0.5% | 0.06% | -10.3% |
| Q3 2021 | $486,000 | -0.6% | 9,428 | +0.4% | 0.07% | -2.9% |
| Q2 2021 | $489,000 | +1.2% | 9,389 | +0.4% | 0.07% | -5.4% |
| Q1 2021 | $483,000 | -1.2% | 9,348 | +0.3% | 0.07% | -3.9% |
| Q4 2020 | $489,000 | +1.9% | 9,318 | +0.7% | 0.08% | -9.4% |
| Q3 2020 | $480,000 | +0.8% | 9,249 | +0.5% | 0.08% | -8.6% |
| Q2 2020 | $476,000 | +3.9% | 9,205 | +0.5% | 0.09% | -18.4% |
| Q1 2020 | $458,000 | -0.9% | 9,159 | +0.4% | 0.11% | +29.5% |
| Q4 2019 | $462,000 | +0.7% | 9,127 | +0.7% | 0.09% | -9.3% |
| Q3 2019 | $459,000 | +1.5% | 9,063 | +0.5% | 0.10% | -4.0% |
| Q2 2019 | $452,000 | +2.0% | 9,015 | +0.2% | 0.10% | -3.8% |
| Q1 2019 | $443,000 | -12.5% | 8,996 | -14.5% | 0.10% | -17.3% |
| Q4 2018 | $506,000 | +406.0% | 10,520 | +406.0% | 0.13% | +388.5% |
| Q2 2018 | $100,000 | – | 2,079 | – | 0.03% | – |
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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% |