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 2022 | $680,970 | -0.2% | 14,927 | -3.7% | 0.06% | -16.7% |
| Q3 2022 | $682,000 | -63.1% | 15,507 | -61.6% | 0.07% | -61.8% |
| Q2 2022 | $1,850,000 | +756.5% | 40,331 | +795.8% | 0.17% | +981.2% |
| Q1 2022 | $216,000 | -22.3% | 4,502 | -16.2% | 0.02% | -23.8% |
| Q4 2021 | $278,000 | +9.0% | 5,371 | +8.7% | 0.02% | +5.0% |
| Q3 2021 | $255,000 | -98.7% | 4,941 | -98.7% | 0.02% | -98.9% |
| Q1 2021 | $20,153,000 | +417.3% | 390,109 | +425.6% | 1.84% | +351.0% |
| Q4 2020 | $3,896,000 | +878.9% | 74,227 | +867.8% | 0.41% | +669.8% |
| Q3 2020 | $398,000 | – | 7,670 | – | 0.05% | – |
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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% |