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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $44 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
Q2 2023 | $466,124 | -22.8% | 10,098 | -21.7% | 0.17% | -26.9% |
Q1 2023 | $604,165 | +8.0% | 12,904 | +5.3% | 0.24% | +1.7% |
Q4 2022 | $559,301 | +54.9% | 12,260 | +55.9% | 0.23% | +45.3% |
Q3 2022 | $361,000 | 0.0% | 7,863 | 0.0% | 0.16% | 0.0% |
Q2 2022 | $361,000 | +17950.0% | 7,863 | +16993.5% | 0.16% | +16000.0% |
Q1 2022 | $2,000 | -33.3% | 46 | -45.9% | 0.00% | 0.0% |
Q4 2021 | $3,000 | +50.0% | 85 | +136.1% | 0.00% | 0.0% |
Q3 2021 | $2,000 | -50.0% | 36 | -48.6% | 0.00% | -50.0% |
Q2 2021 | $4,000 | +300.0% | 70 | +233.3% | 0.00% | +100.0% |
Q1 2021 | $1,000 | – | 21 | +2000.0% | 0.00% | – |
Q4 2020 | $0 | – | 1 | – | 0.00% | – |
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% |