SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 259 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,695,123 | -8.2% | 38,790 | -3.0% | 1.19% | -4.2% |
| Q2 2023 | $1,845,938 | -5.8% | 39,990 | -6.9% | 1.24% | -16.0% |
| Q4 2022 | $1,959,379 | -3.5% | 42,950 | -7.0% | 1.48% | -6.9% |
| Q3 2022 | $2,031,000 | +6.3% | 46,167 | +10.8% | 1.59% | +11.8% |
| Q2 2022 | $1,910,000 | -4.2% | 41,650 | 0.0% | 1.42% | +14.0% |
| Q1 2022 | $1,994,000 | -7.8% | 41,650 | -0.4% | 1.25% | -4.7% |
| Q4 2021 | $2,162,000 | -1.8% | 41,800 | -2.1% | 1.31% | -7.2% |
| Q3 2021 | $2,202,000 | -1.0% | 42,700 | 0.0% | 1.41% | -1.7% |
| Q2 2021 | $2,225,000 | +11.9% | 42,700 | +10.9% | 1.43% | +2.6% |
| Q1 2021 | $1,989,000 | +3.8% | 38,500 | +5.5% | 1.40% | -1.1% |
| Q4 2020 | $1,916,000 | +9.3% | 36,500 | +8.1% | 1.41% | +1.3% |
| Q3 2020 | $1,753,000 | +15.0% | 33,750 | +14.4% | 1.39% | -4.2% |
| Q2 2020 | $1,525,000 | +5.1% | 29,512 | +1.7% | 1.46% | -13.6% |
| Q1 2020 | $1,451,000 | -1.8% | 29,012 | -0.7% | 1.68% | +18.7% |
| Q4 2019 | $1,478,000 | – | 29,212 | – | 1.42% | – |
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% |