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 | $661,132 | -30.7% | 15,128 | -26.8% | 0.00% | -25.0% |
| Q2 2023 | $953,915 | +84767.9% | 20,665 | -13.9% | 0.00% | -20.0% |
| Q1 2023 | $1,124 | -3.0% | 24,010 | -5.6% | 0.01% | -16.7% |
| Q4 2022 | $1,159 | -99.9% | 25,424 | -31.1% | 0.01% | -25.0% |
| Q3 2022 | $1,621,000 | +7.3% | 36,878 | +11.9% | 0.01% | 0.0% |
| Q2 2022 | $1,511,000 | +0.6% | 32,964 | +5.0% | 0.01% | +14.3% |
| Q1 2022 | $1,502,000 | -0.2% | 31,397 | +7.9% | 0.01% | 0.0% |
| Q4 2021 | $1,505,000 | +17.6% | 29,094 | +17.2% | 0.01% | 0.0% |
| Q3 2021 | $1,280,000 | +8.2% | 24,823 | +9.3% | 0.01% | 0.0% |
| Q2 2021 | $1,183,000 | +202.6% | 22,715 | +199.6% | 0.01% | +133.3% |
| Q1 2021 | $391,000 | +26.1% | 7,583 | +28.0% | 0.00% | +50.0% |
| Q4 2020 | $310,000 | +5.1% | 5,922 | +4.1% | 0.00% | -33.3% |
| Q3 2020 | $295,000 | -46.3% | 5,687 | -46.5% | 0.00% | -50.0% |
| Q2 2020 | $549,000 | -1.8% | 10,637 | -4.8% | 0.01% | -14.3% |
| Q1 2020 | $559,000 | +116.7% | 11,173 | +118.7% | 0.01% | +133.3% |
| Q4 2019 | $258,000 | +273.9% | 5,109 | +275.9% | 0.00% | +200.0% |
| Q3 2019 | $69,000 | +4.5% | 1,359 | +2.6% | 0.00% | 0.0% |
| Q2 2019 | $66,000 | +1.5% | 1,324 | +0.2% | 0.00% | 0.0% |
| Q1 2019 | $65,000 | – | 1,322 | – | 0.00% | – |
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% |