SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $32,912 | -1.4% | 713 | 0.0% | 0.00% | – |
| Q1 2023 | $33,382 | -56.9% | 713 | -70.4% | 0.00% | -100.0% |
| Q4 2022 | $77,405 | -68.1% | 2,409 | -48.7% | 0.00% | -50.0% |
| Q4 2021 | $243,000 | 0.0% | 4,699 | -0.4% | 0.00% | -33.3% |
| Q3 2021 | $243,000 | -3.2% | 4,717 | -2.2% | 0.01% | -14.3% |
| Q2 2021 | $251,000 | +0.8% | 4,823 | +0.0% | 0.01% | 0.0% |
| Q1 2021 | $249,000 | -25.9% | 4,822 | -24.6% | 0.01% | -36.4% |
| Q4 2020 | $336,000 | -5.4% | 6,395 | -6.4% | 0.01% | -8.3% |
| Q3 2020 | $355,000 | +2.3% | 6,833 | +1.8% | 0.01% | -14.3% |
| Q2 2020 | $347,000 | +4.5% | 6,709 | +1.1% | 0.01% | -12.5% |
| Q1 2020 | $332,000 | +28.2% | 6,634 | +29.4% | 0.02% | +60.0% |
| Q4 2019 | $259,000 | -1.9% | 5,128 | -1.6% | 0.01% | -16.7% |
| Q3 2019 | $264,000 | +5.6% | 5,212 | +4.3% | 0.01% | -20.0% |
| Q2 2019 | $250,000 | +1.6% | 4,995 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $246,000 | +0.8% | 4,995 | -1.7% | 0.02% | 0.0% |
| Q4 2018 | $244,000 | +3.0% | 5,079 | +1.7% | 0.02% | -11.1% |
| Q3 2018 | $237,000 | -71.3% | 4,995 | 0.0% | 0.02% | -76.3% |
| Q2 2018 | $827,000 | +244.6% | 4,995 | -0.3% | 0.08% | +181.5% |
| Q1 2018 | $240,000 | – | 5,012 | – | 0.03% | – |
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% |