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 2022 | $2,036,000 | +1.9% | 44,396 | +6.4% | 1.44% | +44.1% |
| Q1 2022 | $1,999,000 | +217.3% | 41,745 | +242.6% | 1.00% | +269.0% |
| Q4 2021 | $630,000 | +113.6% | 12,186 | +112.8% | 0.27% | +115.1% |
| Q3 2021 | $295,000 | -35.7% | 5,726 | -35.5% | 0.13% | -61.0% |
| Q1 2021 | $459,000 | -15.9% | 8,884 | -14.6% | 0.32% | -32.6% |
| Q4 2020 | $546,000 | -9.3% | 10,398 | -10.3% | 0.48% | -18.1% |
| Q3 2020 | $602,000 | – | 11,586 | – | 0.58% | – |
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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% |