SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 265 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $203,000 | -4.2% | 4,421 | 0.0% | 0.14% | +13.2% |
| Q1 2022 | $212,000 | -7.4% | 4,421 | 0.0% | 0.12% | -2.4% |
| Q4 2021 | $229,000 | +0.4% | 4,421 | 0.0% | 0.12% | -8.8% |
| Q3 2021 | $228,000 | -0.9% | 4,421 | 0.0% | 0.14% | -2.2% |
| Q2 2021 | $230,000 | +0.9% | 4,421 | 0.0% | 0.14% | -7.3% |
| Q1 2021 | $228,000 | -1.7% | 4,421 | 0.0% | 0.15% | -9.6% |
| Q4 2020 | $232,000 | +0.9% | 4,421 | 0.0% | 0.17% | -9.8% |
| Q3 2020 | $230,000 | +0.9% | 4,421 | 0.0% | 0.18% | -8.5% |
| Q2 2020 | $228,000 | +3.2% | 4,421 | 0.0% | 0.20% | -9.9% |
| Q1 2020 | $221,000 | -1.3% | 4,421 | 0.0% | 0.22% | +12.1% |
| Q4 2019 | $224,000 | -4.3% | 4,421 | -4.2% | 0.20% | -9.5% |
| Q3 2019 | $234,000 | +1.3% | 4,614 | 0.0% | 0.22% | -11.3% |
| Q2 2019 | $231,000 | +1.8% | 4,614 | 0.0% | 0.25% | 0.0% |
| Q1 2019 | $227,000 | 0.0% | 4,614 | -2.1% | 0.25% | -14.5% |
| Q4 2018 | $227,000 | -9.9% | 4,714 | -11.3% | 0.29% | +5.8% |
| Q3 2018 | $252,000 | -1.2% | 5,314 | 0.0% | 0.27% | -8.1% |
| Q2 2018 | $255,000 | 0.0% | 5,314 | 0.0% | 0.30% | -3.9% |
| Q1 2018 | $255,000 | -1.9% | 5,314 | 0.0% | 0.31% | -4.0% |
| Q4 2017 | $260,000 | – | 5,314 | – | 0.32% | – |
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% |