SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $426,000 | -35.3% | 9,682 | -32.5% | 0.10% | -28.3% |
| Q2 2022 | $658,000 | -8.9% | 14,342 | -4.9% | 0.14% | -2.7% |
| Q1 2022 | $722,000 | -8.0% | 15,083 | -0.5% | 0.15% | -10.8% |
| Q4 2021 | $785,000 | -22.9% | 15,166 | -23.1% | 0.17% | -35.5% |
| Q3 2021 | $1,018,000 | +20.0% | 19,731 | +21.3% | 0.26% | +12.1% |
| Q2 2021 | $848,000 | +13.5% | 16,270 | +12.5% | 0.23% | -30.6% |
| Q1 2021 | $747,000 | +9.1% | 14,466 | +10.9% | 0.33% | -0.3% |
| Q4 2020 | $685,000 | +6.4% | 13,043 | +5.2% | 0.33% | -6.7% |
| Q3 2020 | $644,000 | +5.4% | 12,403 | +4.9% | 0.36% | +10.5% |
| Q2 2020 | $611,000 | -1.1% | 11,826 | -4.4% | 0.32% | -21.4% |
| Q1 2020 | $618,000 | – | 12,366 | – | 0.41% | – |
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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% |