SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 266 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $606 | -72.3% | 13,125 | -71.9% | 0.10% | -74.9% |
Q1 2023 | $2,190 | -99.9% | 46,785 | +3.4% | 0.40% | -5.7% |
Q4 2022 | $2,064,761 | +3.7% | 45,260 | 0.0% | 0.42% | -16.9% |
Q3 2022 | $1,991,000 | +26.7% | 45,260 | +32.1% | 0.50% | +39.6% |
Q2 2022 | $1,571,000 | -28.9% | 34,260 | -25.8% | 0.36% | -16.6% |
Q1 2022 | $2,211,000 | +20.8% | 46,185 | +30.6% | 0.43% | +39.2% |
Q4 2021 | $1,830,000 | +0.3% | 35,377 | 0.0% | 0.31% | -0.3% |
Q3 2021 | $1,824,000 | +2.0% | 35,377 | +3.1% | 0.31% | +6.1% |
Q2 2021 | $1,789,000 | +236.3% | 34,327 | +233.4% | 0.29% | +226.7% |
Q1 2021 | $532,000 | +16.4% | 10,297 | +18.4% | 0.09% | +18.4% |
Q4 2020 | $457,000 | +1.1% | 8,698 | 0.0% | 0.08% | -6.2% |
Q3 2020 | $452,000 | +0.7% | 8,698 | 0.0% | 0.08% | -1.2% |
Q2 2020 | $449,000 | +3107.1% | 8,698 | +3006.4% | 0.08% | +2633.3% |
Q1 2020 | $14,000 | – | 280 | – | 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% |