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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,540,993 | -63.7% | 35,263 | -61.7% | 0.23% | -58.0% |
| Q2 2023 | $4,249,536 | +14.6% | 92,061 | +16.2% | 0.55% | +12.9% |
| Q1 2023 | $3,708,706 | +4.8% | 79,212 | +2.2% | 0.49% | -0.8% |
| Q4 2022 | $3,537,512 | +56.9% | 77,543 | +51.3% | 0.49% | +35.3% |
| Q3 2022 | $2,254,000 | +83.1% | 51,236 | +90.9% | 0.36% | +92.1% |
| Q2 2022 | $1,231,000 | +176.6% | 26,843 | +188.5% | 0.19% | +215.0% |
| Q1 2022 | $445,000 | -1.1% | 9,303 | +7.0% | 0.06% | 0.0% |
| Q4 2021 | $450,000 | +0.7% | 8,692 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $447,000 | -1.3% | 8,692 | 0.0% | 0.06% | -3.2% |
| Q2 2021 | $453,000 | +0.9% | 8,692 | 0.0% | 0.06% | -7.5% |
| Q1 2021 | $449,000 | -1.8% | 8,692 | -0.1% | 0.07% | -15.2% |
| Q4 2020 | $457,000 | – | 8,701 | – | 0.08% | – |
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% |