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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,921 | -7.3% | 7,252 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $341,778 | +8.5% | 7,404 | +10.1% | 0.00% | 0.0% |
| Q1 2023 | $314,969 | -8.6% | 6,727 | -10.9% | 0.00% | 0.0% |
| Q4 2022 | $344,578 | +6.7% | 7,553 | +2.8% | 0.00% | -33.3% |
| Q3 2022 | $323,000 | -37.2% | 7,349 | -34.5% | 0.00% | -25.0% |
| Q2 2022 | $514,000 | +1.4% | 11,217 | +5.9% | 0.00% | +33.3% |
| Q1 2022 | $507,000 | -31.5% | 10,593 | -26.0% | 0.00% | -40.0% |
| Q4 2021 | $740,000 | +34.5% | 14,312 | +34.2% | 0.01% | 0.0% |
| Q3 2021 | $550,000 | +11.6% | 10,661 | +12.8% | 0.01% | +25.0% |
| Q2 2021 | $493,000 | +24.5% | 9,453 | +23.4% | 0.00% | 0.0% |
| Q1 2021 | $396,000 | +46.7% | 7,659 | +48.6% | 0.00% | +33.3% |
| Q4 2020 | $270,000 | +29.8% | 5,153 | +28.3% | 0.00% | 0.0% |
| Q3 2020 | $208,000 | – | 4,015 | – | 0.00% | – |
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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% |