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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $698,539 | +78.2% | 15,133 | +77.0% | 0.31% | +36.1% |
| Q2 2022 | $392,000 | -12.3% | 8,550 | -8.4% | 0.23% | -2.1% |
| Q1 2022 | $447,000 | -48.7% | 9,330 | -44.7% | 0.24% | -43.8% |
| Q4 2021 | $872,000 | +10.5% | 16,866 | +10.3% | 0.42% | +4.2% |
| Q3 2021 | $789,000 | -0.9% | 15,294 | +0.2% | 0.40% | -5.4% |
| Q2 2021 | $796,000 | +3.1% | 15,270 | +2.2% | 0.42% | -6.8% |
| Q1 2021 | $772,000 | +91.1% | 14,936 | +94.0% | 0.46% | +79.1% |
| Q4 2020 | $404,000 | – | 7,700 | – | 0.25% | – |
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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% |