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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $32,843,000 | +47.2% | 685,935 | +59.0% | 0.78% | +36.7% |
| Q4 2021 | $22,315,000 | +23.8% | 431,379 | +23.4% | 0.57% | +5.8% |
| Q3 2021 | $18,030,000 | -9.4% | 349,618 | -8.4% | 0.54% | -23.7% |
| Q2 2021 | $19,898,000 | +3.5% | 381,839 | +2.6% | 0.70% | -27.1% |
| Q1 2021 | $19,222,000 | +381.3% | 372,095 | +389.0% | 0.97% | +224.5% |
| Q4 2020 | $3,994,000 | +17.8% | 76,087 | +16.5% | 0.30% | -2.6% |
| Q3 2020 | $3,390,000 | +155.8% | 65,284 | +154.5% | 0.31% | +53.0% |
| Q2 2020 | $1,325,000 | +6.2% | 25,656 | +4.5% | 0.20% | -44.3% |
| Q1 2020 | $1,248,000 | – | 24,545 | – | 0.36% | – |
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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% |