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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,903 | +172.6% | 239 | +181.2% | 0.00% | +200.0% |
| Q3 2022 | $4,000 | -50.0% | 85 | -51.7% | 0.00% | -50.0% |
| Q2 2022 | $8,000 | -11.1% | 176 | -5.9% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -30.8% | 187 | -23.7% | 0.00% | -33.3% |
| Q4 2021 | $13,000 | 0.0% | 245 | -4.3% | 0.00% | -25.0% |
| Q3 2021 | $13,000 | -7.1% | 256 | -3.8% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 266 | -3.6% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | -6.7% | 276 | -3.2% | 0.00% | -20.0% |
| Q4 2020 | $15,000 | 0.0% | 285 | -4.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | -6.2% | 297 | -4.2% | 0.01% | -28.6% |
| Q2 2020 | $16,000 | 0.0% | 310 | -3.7% | 0.01% | -22.2% |
| Q1 2020 | $16,000 | -42.9% | 322 | -40.6% | 0.01% | -30.8% |
| Q4 2019 | $28,000 | – | 542 | – | 0.01% | – |
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% |