SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,833 | -4.8% | 22,879 | +0.6% | 0.62% | -2.5% |
| Q2 2023 | $1,049,930 | +1.8% | 22,745 | +3.2% | 0.63% | -4.4% |
| Q1 2023 | $1,031,573 | +6.0% | 22,033 | +3.3% | 0.66% | -0.9% |
| Q4 2022 | $973,484 | +7.7% | 21,339 | +3.8% | 0.67% | -5.7% |
| Q3 2022 | $904,000 | -3.0% | 20,549 | +1.1% | 0.71% | +5.2% |
| Q2 2022 | $932,000 | -1.5% | 20,331 | +2.9% | 0.67% | +11.6% |
| Q1 2022 | $946,000 | -5.2% | 19,756 | +2.4% | 0.60% | -2.1% |
| Q4 2021 | $998,000 | +1.8% | 19,302 | +1.1% | 0.61% | -4.2% |
| Q3 2021 | $980,000 | – | 19,085 | – | 0.64% | – |
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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% |