SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 331 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $181,000 | -7.7% | 3,785 | +0.1% | 0.04% | -2.4% |
| Q4 2021 | $196,000 | +0.5% | 3,780 | +0.2% | 0.04% | -4.5% |
| Q3 2021 | $195,000 | -0.5% | 3,771 | +0.2% | 0.04% | -2.2% |
| Q2 2021 | $196,000 | +1.0% | 3,764 | +0.2% | 0.04% | -6.2% |
| Q1 2021 | $194,000 | -1.5% | 3,757 | +0.1% | 0.05% | +33.3% |
| Q4 2020 | $197,000 | +1.5% | 3,752 | +0.3% | 0.04% | -12.2% |
| Q3 2020 | $194,000 | +0.5% | 3,740 | +0.2% | 0.04% | -2.4% |
| Q2 2020 | $193,000 | -8.5% | 3,732 | -11.4% | 0.04% | -23.6% |
| Q1 2020 | $211,000 | -11.0% | 4,211 | -10.2% | 0.06% | +7.8% |
| Q4 2019 | $237,000 | 0.0% | 4,687 | +0.4% | 0.05% | +21.4% |
| Q3 2019 | $237,000 | -21.8% | 4,670 | -26.0% | 0.04% | -39.1% |
| Q2 2019 | $303,000 | +32.3% | 6,310 | +35.9% | 0.07% | +56.8% |
| Q1 2019 | $229,000 | +2.7% | 4,642 | +0.2% | 0.04% | -8.3% |
| Q4 2018 | $223,000 | -25.7% | 4,633 | -26.9% | 0.05% | -20.0% |
| Q3 2018 | $300,000 | -0.7% | 6,334 | +0.4% | 0.06% | -7.7% |
| Q2 2018 | $302,000 | 0.0% | 6,310 | +0.4% | 0.06% | -3.0% |
| Q1 2018 | $302,000 | -9.0% | 6,287 | +2038.4% | 0.07% | -14.1% |
| Q4 2017 | $332,000 | – | 294 | – | 0.08% | – |
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% |