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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,280,566 | -9.3% | 120,837 | -4.2% | 0.05% | -6.1% |
| Q2 2023 | $5,819,534 | -1.2% | 126,073 | +0.2% | 0.05% | -5.8% |
| Q1 2023 | $5,892,875 | -4.8% | 125,862 | -7.3% | 0.05% | -8.8% |
| Q4 2022 | $6,192,037 | +232.9% | 135,731 | +221.0% | 0.06% | +54.1% |
| Q3 2022 | $1,860,000 | +18.9% | 42,289 | +24.0% | 0.04% | +48.0% |
| Q2 2022 | $1,564,000 | -14.3% | 34,096 | -10.6% | 0.02% | -3.8% |
| Q1 2022 | $1,826,000 | -19.2% | 38,131 | -12.7% | 0.03% | -18.8% |
| Q4 2021 | $2,260,000 | +17.3% | 43,683 | +16.9% | 0.03% | +3.2% |
| Q3 2021 | $1,927,000 | +2.0% | 37,371 | +3.1% | 0.03% | +3.3% |
| Q2 2021 | $1,889,000 | +53.5% | 36,241 | +52.0% | 0.03% | +25.0% |
| Q1 2021 | $1,231,000 | -35.7% | 23,836 | -34.6% | 0.02% | -36.8% |
| Q4 2020 | $1,913,000 | +452.9% | 36,443 | +447.7% | 0.04% | +35.7% |
| Q3 2020 | $346,000 | +1.8% | 6,654 | +1.2% | 0.03% | -9.7% |
| Q2 2020 | $340,000 | – | 6,573 | – | 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% |