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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,113,574 | +42.0% | 45,788 | +44.0% | 0.32% | +31.1% |
Q1 2023 | $1,488,314 | +3.7% | 31,788 | +1.0% | 0.24% | -5.5% |
Q4 2022 | $1,435,388 | +2.4% | 31,464 | -1.3% | 0.26% | -7.9% |
Q3 2022 | $1,402,000 | +2.3% | 31,864 | +6.7% | 0.28% | +5.3% |
Q2 2022 | $1,370,000 | +19.5% | 29,876 | +24.8% | 0.26% | +12.4% |
Q1 2022 | $1,146,000 | +28.5% | 23,938 | +38.9% | 0.23% | +30.7% |
Q4 2021 | $892,000 | +16.8% | 17,234 | +16.4% | 0.18% | +4.1% |
Q3 2021 | $764,000 | -9.5% | 14,809 | -8.6% | 0.17% | -13.6% |
Q2 2021 | $844,000 | +11.5% | 16,195 | +10.5% | 0.20% | -6.1% |
Q1 2021 | $757,000 | – | 14,661 | – | 0.21% | – |
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% |