SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 212 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624,692 | -11.0% | 14,295 | -6.0% | 0.00% | – |
| Q2 2023 | $702,094 | -2.2% | 15,210 | -0.8% | 0.00% | – |
| Q1 2023 | $718,219 | +2.6% | 15,340 | 0.0% | 0.00% | – |
| Q4 2022 | $699,811 | -10.0% | 15,340 | -13.3% | 0.00% | – |
| Q3 2022 | $778,000 | -4.1% | 17,690 | 0.0% | 0.00% | – |
| Q2 2022 | $811,000 | -21.3% | 17,690 | -17.8% | 0.00% | – |
| Q1 2022 | $1,031,000 | -7.5% | 21,532 | 0.0% | 0.00% | – |
| Q4 2021 | $1,114,000 | +0.4% | 21,532 | 0.0% | 0.00% | – |
| Q3 2021 | $1,110,000 | -1.1% | 21,532 | 0.0% | 0.00% | – |
| Q2 2021 | $1,122,000 | -0.9% | 21,532 | -1.8% | 0.00% | – |
| Q1 2021 | $1,132,000 | -5.1% | 21,922 | -3.5% | 0.00% | -100.0% |
| Q4 2020 | $1,193,000 | +16.5% | 22,722 | +15.2% | 0.00% | – |
| Q3 2020 | $1,024,000 | -0.5% | 19,722 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $1,029,000 | -72.4% | 19,722 | -73.6% | 0.00% | -50.0% |
| Q1 2020 | $3,731,000 | -1.1% | 74,624 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,774,000 | +277.4% | 74,624 | +278.4% | 0.00% | +100.0% |
| Q3 2019 | $1,000,000 | -3.8% | 19,722 | -4.8% | 0.00% | 0.0% |
| Q2 2019 | $1,039,000 | -7.3% | 20,722 | -8.9% | 0.00% | 0.0% |
| Q1 2019 | $1,121,000 | +2.4% | 22,754 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,095,000 | +0.7% | 22,754 | -0.7% | 0.00% | 0.0% |
| Q3 2018 | $1,087,000 | -1.1% | 22,904 | -0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,099,000 | -5.2% | 22,905 | -5.0% | 0.00% | 0.0% |
| Q1 2018 | $1,159,000 | -1.9% | 24,122 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,181,000 | +0.1% | 24,122 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,180,000 | -8.2% | 24,122 | -8.7% | 0.00% | 0.0% |
| Q2 2017 | $1,286,000 | -17.1% | 26,422 | -18.4% | 0.00% | 0.0% |
| Q1 2017 | $1,552,000 | -24.5% | 32,397 | -25.2% | 0.00% | 0.0% |
| Q4 2016 | $2,055,000 | -27.6% | 43,326 | -23.5% | 0.00% | 0.0% |
| Q3 2016 | $2,837,000 | -3.4% | 56,646 | -2.4% | 0.00% | -50.0% |
| Q2 2016 | $2,937,000 | +5.5% | 58,046 | +2.8% | 0.00% | +100.0% |
| Q1 2016 | $2,784,000 | – | 56,446 | – | 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% |