SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $207,000 | -9.2% | 4,323 | -2.3% | 0.07% | -9.1% |
| Q4 2021 | $228,000 | -4.6% | 4,423 | -4.8% | 0.08% | -11.5% |
| Q3 2021 | $239,000 | -5.9% | 4,648 | -4.1% | 0.09% | -4.4% |
| Q2 2021 | $254,000 | -11.2% | 4,848 | -12.5% | 0.09% | -18.8% |
| Q1 2021 | $286,000 | -3.4% | 5,540 | -1.8% | 0.11% | -13.2% |
| Q4 2020 | $296,000 | +0.7% | 5,640 | -0.4% | 0.13% | -11.0% |
| Q3 2020 | $294,000 | +0.3% | 5,665 | 0.0% | 0.14% | -5.2% |
| Q2 2020 | $293,000 | +3.5% | 5,665 | 0.0% | 0.15% | -11.6% |
| Q1 2020 | $283,000 | -6.0% | 5,665 | -4.1% | 0.17% | +19.3% |
| Q4 2019 | $301,000 | -12.8% | 5,905 | -12.9% | 0.14% | -19.9% |
| Q3 2019 | $345,000 | -2.3% | 6,783 | -3.5% | 0.18% | 0.0% |
| Q2 2019 | $353,000 | +0.9% | 7,032 | -1.0% | 0.18% | -1.6% |
| Q1 2019 | $350,000 | 0.0% | 7,102 | -1.9% | 0.18% | -6.1% |
| Q4 2018 | $350,000 | -5.4% | 7,242 | -6.0% | 0.20% | -2.0% |
| Q2 2018 | $370,000 | – | 7,707 | – | 0.20% | – |
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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% |