SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 316 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,369 | +36.9% | 30 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -95.0% | 30 | -92.4% | 0.00% | -100.0% |
| Q1 2021 | $20,000 | -47.4% | 397 | -46.8% | 0.00% | -50.0% |
| Q2 2020 | $38,000 | +2.7% | 746 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $37,000 | 0.0% | 746 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $37,000 | 0.0% | 746 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $37,000 | 0.0% | 746 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $37,000 | +2.8% | 746 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $36,000 | +2.9% | 746 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $35,000 | 0.0% | 746 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $35,000 | 0.0% | 746 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $35,000 | 0.0% | 746 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $35,000 | -2.8% | 746 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $36,000 | 0.0% | 746 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $36,000 | +260.0% | 746 | +231.6% | 0.00% | +300.0% |
| Q2 2017 | $10,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $10,000 | -85.5% | 225 | -84.6% | 0.00% | -88.9% |
| Q4 2016 | $69,000 | +430.8% | 1,459 | +432.5% | 0.01% | +350.0% |
| Q3 2016 | $13,000 | -48.0% | 274 | -45.2% | 0.00% | -50.0% |
| Q2 2016 | $25,000 | -68.4% | 500 | -69.2% | 0.00% | -66.7% |
| Q1 2016 | $79,000 | – | 1,626 | – | 0.01% | – |
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% |