SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 320 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $691,000 | -0.9% | 13,408 | +0.2% | 0.37% | -2.1% |
| Q2 2021 | $697,000 | +0.3% | 13,378 | -0.6% | 0.37% | -7.7% |
| Q1 2021 | $695,000 | -1.8% | 13,463 | -0.3% | 0.40% | -8.2% |
| Q4 2020 | $708,000 | +1.4% | 13,500 | +0.4% | 0.44% | -13.2% |
| Q3 2020 | $698,000 | -0.9% | 13,447 | -1.5% | 0.51% | -4.5% |
| Q2 2020 | $704,000 | +1.3% | 13,651 | -1.9% | 0.53% | -15.2% |
| Q1 2020 | $695,000 | -15.1% | 13,912 | -14.1% | 0.63% | +28.7% |
| Q4 2019 | $819,000 | +0.1% | 16,194 | +0.3% | 0.49% | -5.3% |
| Q3 2019 | $818,000 | +1.4% | 16,142 | +0.3% | 0.51% | -1.2% |
| Q2 2019 | $807,000 | -12.1% | 16,093 | -14.0% | 0.52% | -12.9% |
| Q1 2019 | $918,000 | +1.4% | 18,702 | -0.5% | 0.60% | -9.8% |
| Q4 2018 | $905,000 | -0.1% | 18,801 | -1.4% | 0.66% | +8.2% |
| Q3 2018 | $906,000 | -4.6% | 19,072 | -3.6% | 0.61% | -7.8% |
| Q2 2018 | $950,000 | +0.5% | 19,793 | +0.3% | 0.66% | -3.1% |
| Q1 2018 | $945,000 | -1.9% | 19,726 | +0.3% | 0.68% | -2.4% |
| Q4 2017 | $963,000 | +0.7% | 19,663 | +0.6% | 0.70% | -1.3% |
| Q3 2017 | $956,000 | +1.1% | 19,538 | +0.5% | 0.71% | -3.0% |
| Q2 2017 | $946,000 | -2.1% | 19,433 | -3.6% | 0.73% | -7.4% |
| Q1 2017 | $966,000 | +1.8% | 20,151 | +0.7% | 0.79% | -4.7% |
| Q4 2016 | $949,000 | -5.1% | 20,003 | +0.1% | 0.83% | -6.7% |
| Q3 2016 | $1,000,000 | – | 19,975 | – | 0.89% | – |
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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% |