SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $9,000 | -40.0% | 183 | -35.6% | 0.00% | -50.0% |
| Q2 2021 | $15,000 | +66.7% | 284 | +57.8% | 0.01% | +50.0% |
| Q1 2021 | $9,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | 0.0% | 180 | +0.6% | 0.00% | -20.0% |
| Q3 2020 | $9,000 | -94.4% | 179 | -94.5% | 0.01% | -96.5% |
| Q1 2020 | $162,000 | -2.4% | 3,246 | -1.2% | 0.14% | +8.4% |
| Q4 2019 | $166,000 | -0.6% | 3,287 | 0.0% | 0.13% | -17.1% |
| Q3 2019 | $167,000 | +8250.0% | 3,287 | +7917.1% | 0.16% | +7800.0% |
| Q2 2019 | $2,000 | – | 41 | – | 0.00% | – |
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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% |