1834 INVESTMENT ADVISORS CO - SPDR SER TR ownership

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
1834 INVESTMENT ADVISORS CO ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$118,000
-11.3%
2,5750.0%0.02%
+13.3%
Q4 2021$133,0000.0%2,5750.0%0.02%
-6.2%
Q3 2021$133,000
-0.7%
2,5750.0%0.02%0.0%
Q2 2021$134,000
+0.8%
2,5750.0%0.02%
-5.9%
Q1 2021$133,000
-55.2%
2,575
-54.4%
0.02%
-57.5%
Q4 2020$297,000
+1.4%
5,6500.0%0.04%
-7.0%
Q3 2020$293,000
+0.3%
5,6500.0%0.04%
-6.5%
Q2 2020$292,000
+3.2%
5,6500.0%0.05%
-14.8%
Q1 2020$283,000
-1.0%
5,6500.0%0.05%
+22.7%
Q4 2019$286,000
-0.3%
5,6500.0%0.04%
+4.8%
Q3 2019$287,000
+1.4%
5,6500.0%0.04%
-2.3%
Q2 2019$283,000
+1.4%
5,6500.0%0.04%
+2.4%
Q1 2019$279,000
+2.6%
5,6500.0%0.04%
-8.7%
Q4 2018$272,000
-7.5%
5,650
-8.8%
0.05%
+7.0%
Q3 2018$294,000
-4.2%
6,195
-3.1%
0.04%
-10.4%
Q2 2018$307,0000.0%6,3950.0%0.05%
-7.7%
Q1 2018$307,000
-1.9%
6,3950.0%0.05%
+6.1%
Q4 2017$313,0000.0%6,3950.0%0.05%
-15.5%
Q3 2017$313,000
+0.6%
6,3950.0%0.06%
-1.7%
Q2 2017$311,000
+1.6%
6,3950.0%0.06%0.0%
Q1 2017$306,000
+1.0%
6,3950.0%0.06%
-3.3%
Q4 2016$303,000
-5.3%
6,3950.0%0.06%
-11.6%
Q3 2016$320,000
-1.2%
6,3950.0%0.07%
-1.4%
Q2 2016$324,000
+16.1%
6,395
+13.2%
0.07%
+9.4%
Q1 2016$279,0005,6500.06%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 192,542$8,288,9376.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3,218,514$140,649,0753.94%
Sterling Financial Group, Inc. 103,210$4,510,2552.83%
Revolve Wealth Partners, LLC 267,640$11,695,8612.69%
Braun-Bostich & Associates Inc. 32,951$1,439,9432.69%
Aquire Wealth Advisors, LLC 125,027$5,463,6802.28%
ROBINSON CAPITAL MANAGEMENT, LLC 107,000$4,644,8702.07%
Goodman Advisory Group, LLC 125,799$5,497,3982.05%
One Capital Management, LLC 824,484$36,029,9501.60%
JFS WEALTH ADVISORS, LLC 371,449$16,232,3331.53%
View complete list of SPDR SER TR shareholders