SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,381,000 | -23.2% | 49,574 | -21.7% | 1.53% | -20.1% |
| Q4 2017 | $3,099,000 | +6.2% | 63,282 | +6.0% | 1.92% | -0.6% |
| Q3 2017 | $2,919,000 | +1.4% | 59,681 | +0.9% | 1.93% | -1.8% |
| Q2 2017 | $2,878,000 | +10.9% | 59,127 | +9.2% | 1.97% | +4.1% |
| Q1 2017 | $2,595,000 | +19.0% | 54,160 | +17.8% | 1.89% | +3.3% |
| Q4 2016 | $2,180,000 | -35.6% | 45,973 | -32.0% | 1.83% | -28.9% |
| Q3 2016 | $3,385,000 | +18.4% | 67,597 | +19.6% | 2.57% | +8.9% |
| Q2 2016 | $2,860,000 | +7.8% | 56,540 | +5.1% | 2.36% | -4.9% |
| Q1 2016 | $2,652,000 | +64.9% | 53,771 | -18.5% | 2.48% | +61.8% |
| Q4 2015 | $1,608,000 | – | 65,967 | – | 1.53% | – |
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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% |