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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $151,000 | +132.3% | 2,877 | +121.6% | 0.02% | +64.3% |
| Q2 2019 | $65,000 | +1.6% | 1,298 | 0.0% | 0.01% | -17.6% |
| Q1 2019 | $64,000 | +3.2% | 1,298 | 0.0% | 0.02% | -5.6% |
| Q4 2018 | $62,000 | 0.0% | 1,298 | 0.0% | 0.02% | +20.0% |
| Q3 2018 | $62,000 | 0.0% | 1,298 | 0.0% | 0.02% | -11.8% |
| Q2 2018 | $62,000 | 0.0% | 1,298 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $62,000 | +17.0% | 1,298 | +19.3% | 0.02% | +21.4% |
| Q4 2017 | $53,000 | +1.9% | 1,088 | +2.4% | 0.01% | 0.0% |
| Q3 2017 | $52,000 | 0.0% | 1,063 | 0.0% | 0.01% | -6.7% |
| Q2 2017 | $52,000 | -29.7% | 1,063 | -31.2% | 0.02% | -28.6% |
| Q1 2017 | $74,000 | +68.2% | 1,546 | +65.2% | 0.02% | +50.0% |
| Q4 2016 | $44,000 | +12.8% | 936 | +20.2% | 0.01% | +7.7% |
| Q3 2016 | $39,000 | 0.0% | 779 | 0.0% | 0.01% | -7.1% |
| Q2 2016 | $39,000 | +50.0% | 779 | +48.4% | 0.01% | +27.3% |
| Q1 2016 | $26,000 | – | 525 | – | 0.01% | – |
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% |