SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 237 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,467 | -5.3% | 4,656 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $214,921 | -1.4% | 4,656 | 0.0% | 0.11% | -10.1% |
| Q1 2023 | $217,994 | +2.6% | 4,656 | 0.0% | 0.12% | -8.5% |
| Q4 2022 | $212,407 | -11.5% | 4,656 | -7.1% | 0.13% | +35.4% |
| Q1 2022 | $240,000 | -7.3% | 5,012 | 0.0% | 0.10% | -3.0% |
| Q4 2021 | $259,000 | +4.9% | 5,012 | +4.5% | 0.10% | -6.6% |
| Q3 2021 | $247,000 | -1.2% | 4,798 | 0.0% | 0.11% | -1.9% |
| Q2 2021 | $250,000 | +0.8% | 4,798 | 0.0% | 0.11% | -5.3% |
| Q1 2021 | $248,000 | -1.6% | 4,798 | 0.0% | 0.11% | -11.6% |
| Q4 2020 | $252,000 | +1.2% | 4,798 | 0.0% | 0.13% | -11.6% |
| Q3 2020 | $249,000 | +0.4% | 4,798 | 0.0% | 0.15% | -6.4% |
| Q2 2020 | $248,000 | +3.3% | 4,798 | 0.0% | 0.16% | -32.5% |
| Q1 2020 | $240,000 | -1.2% | 4,798 | 0.0% | 0.23% | +47.1% |
| Q4 2019 | $243,000 | 0.0% | 4,798 | 0.0% | 0.16% | -9.2% |
| Q3 2019 | $243,000 | +0.8% | 4,798 | 0.0% | 0.17% | -10.8% |
| Q2 2019 | $241,000 | +2.1% | 4,798 | 0.0% | 0.19% | +10.9% |
| Q1 2019 | $236,000 | +2.2% | 4,798 | 0.0% | 0.18% | -15.5% |
| Q4 2018 | $231,000 | +1.3% | 4,798 | 0.0% | 0.21% | +15.0% |
| Q3 2018 | $228,000 | -0.9% | 4,798 | 0.0% | 0.18% | -9.5% |
| Q2 2018 | $230,000 | 0.0% | 4,798 | 0.0% | 0.20% | -5.2% |
| Q1 2018 | $230,000 | -2.1% | 4,798 | 0.0% | 0.21% | -6.7% |
| Q4 2017 | $235,000 | – | 4,798 | – | 0.22% | – |
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% |