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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $255,000 | +9.9% | 4,899 | +9.0% | 0.02% | 0.0% |
| Q1 2021 | $232,000 | -1.7% | 4,496 | +0.0% | 0.02% | -5.6% |
| Q4 2020 | $236,000 | +1.3% | 4,495 | +0.0% | 0.02% | -10.0% |
| Q3 2020 | $233,000 | +0.4% | 4,494 | +0.1% | 0.02% | -9.1% |
| Q2 2020 | $232,000 | +1.3% | 4,491 | -2.2% | 0.02% | -15.4% |
| Q1 2020 | $229,000 | -14.2% | 4,590 | -13.1% | 0.03% | +4.0% |
| Q4 2019 | $267,000 | -13.0% | 5,281 | -12.9% | 0.02% | -24.2% |
| Q3 2019 | $307,000 | +23.3% | 6,061 | +21.9% | 0.03% | +26.9% |
| Q2 2019 | $249,000 | -31.8% | 4,973 | -32.8% | 0.03% | -35.0% |
| Q1 2019 | $365,000 | +4.0% | 7,402 | +1.4% | 0.04% | -9.1% |
| Q4 2018 | $351,000 | – | 7,300 | – | 0.04% | – |
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% |