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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $54,930 | +97989.3% | 1,190 | 0.0% | 0.04% | -7.0% |
| Q1 2023 | $56 | +3.7% | 1,190 | 0.0% | 0.04% | +4.9% |
| Q4 2022 | $54 | -99.9% | 1,190 | -38.7% | 0.04% | -40.6% |
| Q3 2022 | $85,000 | -4.5% | 1,940 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $89,000 | -16.8% | 1,940 | -6.3% | 0.07% | +1.4% |
| Q1 2022 | $107,000 | 0.0% | 2,070 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $107,000 | -12.3% | 2,070 | -12.3% | 0.07% | -17.9% |
| Q3 2021 | $122,000 | +35.6% | 2,360 | +36.4% | 0.08% | +42.4% |
| Q2 2021 | $90,000 | +1.1% | 1,730 | 0.0% | 0.06% | -6.3% |
| Q1 2021 | $89,000 | -2.2% | 1,730 | 0.0% | 0.06% | -1.6% |
| Q4 2020 | $91,000 | +4.6% | 1,730 | 0.0% | 0.06% | -28.9% |
| Q1 2020 | $87,000 | -1.1% | 1,730 | 0.0% | 0.09% | +34.3% |
| Q4 2019 | $88,000 | 0.0% | 1,730 | 0.0% | 0.07% | -4.3% |
| Q3 2019 | $88,000 | +1.1% | 1,730 | 0.0% | 0.07% | -9.1% |
| Q2 2019 | $87,000 | +2.4% | 1,730 | 0.0% | 0.08% | -3.8% |
| Q1 2019 | $85,000 | +2.4% | 1,730 | 0.0% | 0.08% | -10.1% |
| Q4 2018 | $83,000 | -10.8% | 1,730 | -11.7% | 0.09% | +15.6% |
| Q3 2018 | $93,000 | -1.1% | 1,960 | 0.0% | 0.08% | -7.2% |
| Q2 2018 | $94,000 | -11.3% | 1,960 | -11.2% | 0.08% | -6.7% |
| Q1 2018 | $106,000 | +1.0% | 2,207 | +2.8% | 0.09% | +2.3% |
| Q4 2017 | $105,000 | 0.0% | 2,147 | 0.0% | 0.09% | 0.0% |
| Q3 2017 | $105,000 | -16.7% | 2,147 | -17.0% | 0.09% | -22.3% |
| Q2 2017 | $126,000 | +5.9% | 2,587 | +4.4% | 0.11% | +4.7% |
| Q1 2017 | $119,000 | – | 2,477 | – | 0.11% | – |
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% |