SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,563 | -30.3% | 1,363 | -26.4% | 0.00% | -33.3% |
| Q2 2023 | $85,442 | +22.3% | 1,851 | +24.1% | 0.00% | 0.0% |
| Q1 2023 | $69,855 | +1164150.0% | 1,492 | +1056.6% | 0.00% | – |
| Q4 2022 | $6 | -99.9% | 129 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -98.0% | 129 | -98.0% | 0.00% | -100.0% |
| Q2 2022 | $303,000 | -20.7% | 6,613 | -17.1% | 0.01% | +20.0% |
| Q1 2022 | $382,000 | -7.5% | 7,976 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $413,000 | +192.9% | 7,976 | +192.6% | 0.01% | +125.0% |
| Q3 2021 | $141,000 | -9.6% | 2,726 | -9.0% | 0.00% | 0.0% |
| Q2 2021 | $156,000 | +10.6% | 2,996 | +9.9% | 0.00% | 0.0% |
| Q1 2021 | $141,000 | – | 2,726 | – | 0.00% | – |
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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% |