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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $426,000 | -38.1% | 8,527 | -37.3% | 0.14% | -33.2% |
| Q4 2019 | $688,000 | -4.7% | 13,604 | -4.5% | 0.21% | -12.1% |
| Q3 2019 | $722,000 | +0.6% | 14,251 | -0.5% | 0.24% | -2.8% |
| Q2 2019 | $718,000 | +27.1% | 14,325 | +25.1% | 0.25% | +27.3% |
| Q1 2019 | $565,000 | +18.4% | 11,455 | +15.6% | 0.19% | -13.4% |
| Q4 2018 | $477,000 | -23.2% | 9,906 | -24.3% | 0.22% | +16.1% |
| Q3 2018 | $621,000 | – | 13,082 | – | 0.19% | – |
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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% |