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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,482 | -4.7% | 6,418 | +0.6% | 0.08% | -2.3% |
| Q2 2023 | $294,464 | -0.9% | 6,379 | +0.6% | 0.09% | -7.4% |
| Q1 2023 | $297,006 | +3.0% | 6,344 | +0.4% | 0.09% | -14.5% |
| Q4 2022 | $288,285 | +4.5% | 6,319 | +0.7% | 0.11% | -2.7% |
| Q3 2022 | $276,000 | -3.5% | 6,276 | +0.5% | 0.11% | -7.4% |
| Q2 2022 | $286,000 | -4.0% | 6,247 | +0.4% | 0.12% | +18.4% |
| Q1 2022 | $298,000 | -44.9% | 6,221 | -40.5% | 0.10% | -45.8% |
| Q4 2021 | $541,000 | +0.7% | 10,464 | +0.5% | 0.19% | -11.6% |
| Q3 2021 | $537,000 | -0.6% | 10,408 | +0.4% | 0.22% | -6.1% |
| Q2 2021 | $540,000 | -37.8% | 10,364 | -38.3% | 0.23% | -62.8% |
| Q2 2020 | $868,000 | +3.0% | 16,809 | -0.3% | 0.62% | -0.6% |
| Q1 2020 | $843,000 | – | 16,859 | – | 0.62% | – |
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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% |