SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 331 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,256 | -15.8% | 5,635 | -11.0% | 0.06% | -15.5% |
| Q2 2023 | $292,298 | +0.7% | 6,332 | +2.7% | 0.07% | -4.1% |
| Q1 2023 | $290,252 | +14.3% | 6,164 | +10.7% | 0.07% | -7.5% |
| Q4 2022 | $253,997 | -25.9% | 5,568 | -28.6% | 0.08% | -33.3% |
| Q3 2022 | $343,000 | -3.9% | 7,797 | +0.2% | 0.12% | 0.0% |
| Q2 2022 | $357,000 | -6.1% | 7,778 | -2.0% | 0.12% | -7.0% |
| Q1 2022 | $380,000 | -16.3% | 7,936 | -9.6% | 0.13% | -9.8% |
| Q4 2021 | $454,000 | -0.2% | 8,779 | -0.6% | 0.14% | -7.7% |
| Q3 2021 | $455,000 | -1.5% | 8,832 | -0.4% | 0.16% | -4.3% |
| Q2 2021 | $462,000 | +43.0% | 8,870 | +41.9% | 0.16% | +37.3% |
| Q1 2021 | $323,000 | -30.1% | 6,252 | -29.0% | 0.12% | -30.2% |
| Q4 2020 | $462,000 | +1.5% | 8,807 | +0.4% | 0.17% | -4.0% |
| Q3 2020 | $455,000 | +2.2% | 8,771 | +1.7% | 0.18% | -5.4% |
| Q2 2020 | $445,000 | +8.0% | 8,622 | +4.5% | 0.19% | -7.0% |
| Q1 2020 | $412,000 | +101.0% | 8,248 | +103.2% | 0.20% | +50.4% |
| Q4 2019 | $205,000 | – | 4,060 | – | 0.13% | – |
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% |