SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,489,460 | -5.3% | 285,800 | 0.0% | 0.04% | +5.4% |
| Q2 2023 | $13,192,528 | -28.4% | 285,800 | -27.4% | 0.04% | -32.7% |
| Q1 2023 | $18,437,716 | +169.4% | 393,800 | +162.5% | 0.06% | +150.0% |
| Q4 2022 | $6,843,000 | +3.7% | 150,000 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $6,599,000 | -4.1% | 150,000 | 0.0% | 0.02% | +16.7% |
| Q2 2022 | $6,879,000 | -4.2% | 150,000 | 0.0% | 0.02% | +20.0% |
| Q1 2022 | $7,182,000 | – | 150,000 | – | 0.02% | – |
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% |