SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 210 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $202,000 | -24.1% | 4,400 | -20.7% | 0.07% | +37.0% |
| Q2 2018 | $266,000 | -10.4% | 5,550 | -10.3% | 0.05% | -14.3% |
| Q1 2018 | $297,000 | -0.3% | 6,190 | +1.6% | 0.06% | +1.6% |
| Q4 2017 | $298,000 | -2.9% | 6,090 | -2.9% | 0.06% | -8.8% |
| Q3 2017 | $307,000 | -33.1% | 6,275 | -33.4% | 0.07% | -34.6% |
| Q2 2017 | $459,000 | +10.3% | 9,425 | +8.6% | 0.10% | +4.0% |
| Q1 2017 | $416,000 | +24.9% | 8,675 | +23.5% | 0.10% | +12.4% |
| Q4 2016 | $333,000 | – | 7,025 | – | 0.09% | – |
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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% |