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 | $132,193 | +2191.0% | 3,025 | +2320.0% | 0.00% | – |
| Q2 2023 | $5,770 | -4.5% | 125 | -3.1% | 0.00% | – |
| Q1 2023 | $6,040 | +5.9% | 129 | +3.2% | 0.00% | – |
| Q4 2022 | $5,703 | +14.1% | 125 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -54.5% | 125 | -49.4% | 0.00% | – |
| Q2 2022 | $11,000 | +83.3% | 247 | +97.6% | 0.00% | – |
| Q1 2022 | $6,000 | +50.0% | 125 | +78.6% | 0.00% | – |
| Q4 2021 | $4,000 | -42.9% | 70 | -46.6% | 0.00% | – |
| Q3 2021 | $7,000 | -63.2% | 131 | -65.0% | 0.00% | – |
| Q2 2021 | $19,000 | -99.9% | 374 | -22.7% | 0.00% | – |
| Q1 2021 | $25,004,000 | +192238.5% | 484 | +99.2% | 0.00% | – |
| Q4 2020 | $13,000 | 0.0% | 243 | +0.8% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 241 | +0.4% | 0.00% | – |
| Q2 2020 | $12,000 | +9.1% | 240 | +0.4% | 0.00% | – |
| Q1 2020 | $11,000 | -8.3% | 239 | +0.4% | 0.00% | – |
| Q4 2019 | $12,000 | +1100.0% | 238 | +720.7% | 0.00% | – |
| Q3 2018 | $1,000 | -66.7% | 29 | -56.1% | 0.00% | – |
| Q2 2018 | $3,000 | +50.0% | 66 | +11.9% | 0.00% | – |
| Q1 2018 | $2,000 | -97.8% | 59 | -96.9% | 0.00% | -100.0% |
| Q4 2017 | $92,000 | – | 1,892 | – | 0.01% | – |
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% |