SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 316 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,587 | -5.3% | 15,391 | 0.0% | 0.00% | – |
| Q2 2023 | $710,449 | -13.4% | 15,391 | -12.1% | 0.00% | – |
| Q1 2023 | $819,912 | -92.1% | 17,512 | -92.3% | 0.00% | -100.0% |
| Q4 2022 | $10,361,443 | +1033.6% | 227,125 | +993.2% | 0.00% | – |
| Q3 2022 | $914,000 | -24.4% | 20,776 | -21.2% | 0.00% | – |
| Q2 2022 | $1,209,000 | -32.5% | 26,366 | -29.5% | 0.00% | – |
| Q1 2022 | $1,791,000 | +61.2% | 37,408 | +74.2% | 0.00% | – |
| Q4 2021 | $1,111,000 | +2.6% | 21,469 | +2.2% | 0.00% | – |
| Q3 2021 | $1,083,000 | +318.1% | 21,003 | +323.0% | 0.00% | – |
| Q2 2021 | $259,000 | +3.2% | 4,965 | +2.2% | 0.00% | – |
| Q1 2021 | $251,000 | -85.8% | 4,857 | -86.5% | 0.00% | – |
| Q4 2017 | $1,767,000 | – | 36,082 | – | 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% |