SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $228,000 | -44.0% | 4,752 | -39.8% | 0.01% | -44.4% |
| Q3 2021 | $407,000 | -1.5% | 7,897 | -0.4% | 0.01% | 0.0% |
| Q2 2021 | $413,000 | +3.2% | 7,926 | +2.1% | 0.01% | -10.0% |
| Q1 2021 | $400,000 | +3.4% | 7,760 | +5.3% | 0.01% | 0.0% |
| Q4 2020 | $387,000 | +1.8% | 7,372 | +0.7% | 0.01% | -9.1% |
| Q3 2020 | $380,000 | +1.1% | 7,318 | +0.5% | 0.01% | -8.3% |
| Q2 2020 | $376,000 | +3.6% | 7,284 | +0.3% | 0.01% | -14.3% |
| Q1 2020 | $363,000 | -0.5% | 7,264 | +0.5% | 0.01% | +16.7% |
| Q4 2019 | $365,000 | +2.5% | 7,229 | +3.0% | 0.01% | -7.7% |
| Q3 2019 | $356,000 | – | 7,016 | – | 0.01% | – |
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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% |