SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139,359 | -5.3% | 3,189 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $147,204 | +7.4% | 3,189 | +6.7% | 0.04% | -13.0% |
| Q2 2022 | $137,000 | -1.4% | 2,990 | +3.1% | 0.05% | +12.2% |
| Q1 2022 | $139,000 | -4.8% | 2,899 | +2.5% | 0.04% | -6.8% |
| Q4 2021 | $146,000 | 0.0% | 2,828 | 0.0% | 0.04% | -4.3% |
| Q3 2021 | $146,000 | +4.3% | 2,828 | +5.0% | 0.05% | -2.1% |
| Q2 2021 | $140,000 | +0.7% | 2,693 | 0.0% | 0.05% | -6.0% |
| Q1 2021 | $139,000 | +85.3% | 2,693 | +88.8% | 0.05% | +72.4% |
| Q4 2020 | $75,000 | +1.4% | 1,426 | 0.0% | 0.03% | -9.4% |
| Q3 2020 | $74,000 | – | 1,426 | – | 0.03% | – |
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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% |