SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,229 | +55.8% | 51 | +64.5% | 0.00% | – |
| Q2 2023 | $1,431 | -97.0% | 31 | -96.9% | 0.00% | -100.0% |
| Q1 2023 | $46,960 | +1587.4% | 1,003 | +1544.3% | 0.00% | – |
| Q4 2022 | $2,783 | -91.3% | 61 | -91.5% | 0.00% | -100.0% |
| Q3 2022 | $32,000 | -33.3% | 721 | -31.8% | 0.00% | -50.0% |
| Q2 2022 | $48,000 | -4.0% | 1,057 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | +47.1% | 1,055 | +62.1% | 0.00% | +100.0% |
| Q4 2021 | $34,000 | -8.1% | 651 | -9.5% | 0.00% | 0.0% |
| Q3 2021 | $37,000 | +8.8% | 719 | +9.9% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | -29.2% | 654 | -28.9% | 0.00% | -50.0% |
| Q1 2021 | $48,000 | +54.8% | 920 | +54.6% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +3.3% | 595 | +4.4% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +25.0% | 570 | +21.8% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +14.3% | 468 | +8.8% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | 0.0% | 430 | +1.7% | 0.00% | 0.0% |
| Q4 2019 | $21,000 | 0.0% | 423 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $21,000 | -12.5% | 423 | -10.9% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | +242.9% | 475 | +212.5% | 0.00% | +100.0% |
| Q1 2019 | $7,000 | -46.2% | 152 | -45.3% | 0.00% | -50.0% |
| Q4 2018 | $13,000 | +85.7% | 278 | +85.3% | 0.00% | +100.0% |
| Q3 2018 | $7,000 | +133.3% | 150 | +102.7% | 0.00% | – |
| Q2 2018 | $3,000 | -25.0% | 74 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $4,000 | -84.0% | 74 | -85.6% | 0.00% | -75.0% |
| Q4 2017 | $25,000 | +525.0% | 513 | +593.2% | 0.00% | +300.0% |
| Q3 2017 | $4,000 | +33.3% | 74 | +7.2% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -93.8% | 69 | -93.2% | 0.00% | -90.9% |
| Q4 2016 | $48,000 | – | 1,017 | – | 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% |