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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $34,000 | -19.0% | 649 | -18.2% | 0.00% | -50.0% |
| Q4 2020 | $42,000 | -19.2% | 793 | -20.5% | 0.00% | -33.3% |
| Q3 2020 | $52,000 | +4.0% | 998 | +2.5% | 0.00% | 0.0% |
| Q2 2020 | $50,000 | -33.3% | 974 | -35.0% | 0.00% | -50.0% |
| Q1 2020 | $75,000 | -23.5% | 1,499 | -22.5% | 0.01% | -14.3% |
| Q4 2019 | $98,000 | -50.0% | 1,934 | -50.0% | 0.01% | -56.2% |
| Q3 2019 | $196,000 | -14.8% | 3,867 | -17.3% | 0.02% | -38.5% |
| Q1 2019 | $230,000 | -80.6% | 4,677 | -81.0% | 0.03% | -84.5% |
| Q4 2018 | $1,187,000 | – | 24,662 | – | 0.17% | – |
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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% |