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 | $237,227 | -5.1% | 5,429 | +0.3% | 0.08% | 0.0% |
| Q2 2023 | $249,882 | -34.8% | 5,413 | -33.8% | 0.08% | -40.8% |
| Q1 2023 | $383,003 | -97.7% | 8,180 | -97.9% | 0.13% | -97.7% |
| Q3 2022 | $16,769,000 | +8201.5% | 381,207 | +8514.8% | 5.62% | +7500.0% |
| Q2 2022 | $202,000 | -26.3% | 4,425 | -22.6% | 0.07% | -9.8% |
| Q1 2022 | $274,000 | -58.2% | 5,720 | -54.9% | 0.08% | -66.7% |
| Q4 2021 | $656,000 | -32.9% | 12,677 | -33.1% | 0.25% | -47.2% |
| Q3 2021 | $977,000 | -0.5% | 18,956 | +0.6% | 0.47% | +7.9% |
| Q2 2021 | $982,000 | +265.1% | 18,845 | +261.5% | 0.43% | +188.0% |
| Q1 2021 | $269,000 | +18.5% | 5,213 | +20.1% | 0.15% | +22.0% |
| Q4 2020 | $227,000 | -99.9% | 4,339 | +18.2% | 0.12% | -8.9% |
| Q3 2020 | $190,707,000 | +5841.0% | 3,672 | -94.5% | 0.14% | -95.3% |
| Q4 2018 | $3,210,000 | – | 66,722 | – | 2.89% | – |
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% |