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 | $1,967 | -68.7% | 45 | -66.9% | 0.00% | – |
| Q2 2023 | $6,278 | -29.4% | 136 | -28.4% | 0.00% | – |
| Q1 2023 | $8,896 | +35.4% | 190 | +31.9% | 0.00% | – |
| Q4 2022 | $6,569 | -96.5% | 144 | -96.5% | 0.00% | -100.0% |
| Q2 2022 | $189,000 | +14.5% | 4,123 | +19.5% | 0.00% | 0.0% |
| Q1 2022 | $165,000 | -7.3% | 3,450 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $178,000 | -1.7% | 3,450 | -1.5% | 0.00% | 0.0% |
| Q3 2021 | $181,000 | -4.7% | 3,503 | -4.0% | 0.00% | 0.0% |
| Q2 2021 | $190,000 | -2.6% | 3,650 | -3.3% | 0.00% | 0.0% |
| Q1 2021 | $195,000 | +40.3% | 3,775 | +42.5% | 0.00% | 0.0% |
| Q4 2020 | $139,000 | -10.9% | 2,650 | -11.9% | 0.00% | 0.0% |
| Q3 2020 | $156,000 | +0.6% | 3,008 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $155,000 | -8.3% | 3,008 | -11.1% | 0.00% | 0.0% |
| Q1 2020 | $169,000 | -1.2% | 3,382 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $171,000 | 0.0% | 3,382 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $171,000 | +249.0% | 3,382 | +244.4% | 0.00% | – |
| Q2 2019 | $49,000 | +206.2% | 982 | +203.1% | 0.00% | – |
| Q1 2019 | $16,000 | 0.0% | 324 | 0.0% | 0.00% | – |
| Q4 2018 | $16,000 | +6.7% | 324 | 0.0% | 0.00% | – |
| Q3 2018 | $15,000 | +25.0% | 324 | +29.6% | 0.00% | – |
| Q2 2018 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q1 2018 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q4 2017 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q3 2017 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2017 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q1 2017 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q4 2016 | $12,000 | -93.9% | 250 | -93.6% | 0.00% | -100.0% |
| Q3 2016 | $197,000 | +48.1% | 3,931 | +49.4% | 0.00% | +100.0% |
| Q2 2016 | $133,000 | -6.3% | 2,631 | -8.7% | 0.00% | 0.0% |
| Q1 2016 | $142,000 | – | 2,881 | – | 0.00% | – |
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% |