SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 336 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,981 | 0.0% | 628 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $28,981 | -88.9% | 628 | -89.0% | 0.01% | -90.6% |
| Q4 2022 | $261,258 | +3.7% | 5,727 | +0.0% | 0.06% | -3.0% |
| Q3 2022 | $252,000 | -8.4% | 5,726 | -4.0% | 0.07% | -1.5% |
| Q2 2022 | $275,000 | -34.1% | 5,966 | -31.5% | 0.07% | -19.3% |
| Q1 2022 | $417,000 | -14.4% | 8,705 | -7.4% | 0.08% | -22.4% |
| Q4 2021 | $487,000 | +2.5% | 9,405 | +2.2% | 0.11% | -4.5% |
| Q3 2021 | $475,000 | -15.2% | 9,204 | -14.4% | 0.11% | -15.8% |
| Q2 2021 | $560,000 | +11.1% | 10,754 | +10.3% | 0.13% | 0.0% |
| Q1 2021 | $504,000 | +265.2% | 9,753 | +256.1% | 0.13% | +250.0% |
| Q4 2019 | $138,000 | +3.8% | 2,739 | +3.6% | 0.04% | +5.6% |
| Q3 2019 | $133,000 | +315.6% | 2,643 | +311.0% | 0.04% | +300.0% |
| Q2 2019 | $32,000 | 0.0% | 643 | +0.9% | 0.01% | -40.0% |
| Q1 2019 | $32,000 | – | 637 | – | 0.02% | – |
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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% |