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 | $76,368 | +3.2% | 1,674 | 0.0% | 0.04% | -2.5% |
| Q3 2022 | $74,000 | -43.1% | 1,674 | -40.9% | 0.04% | -40.3% |
| Q2 2022 | $130,000 | -4.4% | 2,834 | 0.0% | 0.07% | +9.8% |
| Q1 2022 | $136,000 | -7.5% | 2,834 | 0.0% | 0.06% | -4.7% |
| Q4 2021 | $147,000 | +0.7% | 2,834 | 0.0% | 0.06% | -7.2% |
| Q3 2021 | $146,000 | -1.4% | 2,834 | 0.0% | 0.07% | -4.2% |
| Q2 2021 | $148,000 | +1.4% | 2,834 | 0.0% | 0.07% | -6.5% |
| Q1 2021 | $146,000 | -2.0% | 2,834 | 0.0% | 0.08% | -10.5% |
| Q4 2020 | $149,000 | -0.7% | 2,834 | -1.7% | 0.09% | -14.9% |
| Q3 2020 | $150,000 | +0.7% | 2,884 | 0.0% | 0.10% | -8.2% |
| Q2 2020 | $149,000 | +3.5% | 2,884 | 0.0% | 0.11% | -12.0% |
| Q1 2020 | $144,000 | -1.4% | 2,884 | 0.0% | 0.12% | +17.9% |
| Q4 2019 | $146,000 | 0.0% | 2,884 | 0.0% | 0.11% | -10.9% |
| Q3 2019 | $146,000 | +50.5% | 2,884 | +49.1% | 0.12% | +43.4% |
| Q2 2019 | $97,000 | -2.0% | 1,934 | -4.0% | 0.08% | -4.6% |
| Q1 2019 | $99,000 | -14.7% | 2,014 | -16.6% | 0.09% | -23.7% |
| Q4 2018 | $116,000 | +0.9% | 2,414 | -0.0% | 0.11% | +14.0% |
| Q3 2018 | $115,000 | -0.9% | 2,415 | 0.0% | 0.10% | -5.7% |
| Q2 2018 | $116,000 | +10.5% | 2,415 | +9.5% | 0.11% | +7.1% |
| Q1 2018 | $105,000 | +15.4% | 2,205 | +19.5% | 0.10% | +16.5% |
| Q4 2017 | $91,000 | 0.0% | 1,845 | 0.0% | 0.08% | -2.3% |
| Q3 2017 | $91,000 | +160.0% | 1,845 | +156.2% | 0.09% | +155.9% |
| Q2 2017 | $35,000 | +12.9% | 720 | +10.8% | 0.03% | +6.2% |
| Q1 2017 | $31,000 | +19.2% | 650 | +20.4% | 0.03% | +33.3% |
| Q4 2016 | $26,000 | – | 540 | – | 0.02% | – |
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% |