WealthTrust Axiom LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 259 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthTrust Axiom LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$240,350
-5.3%
5,5000.0%0.09%
+2.4%
Q2 2023$253,880
-1.4%
5,5000.0%0.08%
-4.5%
Q1 2023$257,510
+2.6%
5,5000.0%0.09%0.0%
Q4 2022$250,910
+4.1%
5,5000.0%0.09%
-4.3%
Q3 2022$241,000
-4.4%
5,5000.0%0.09%
+2.2%
Q2 2022$252,000
-4.2%
5,5000.0%0.09%
+9.8%
Q1 2022$263,000
-7.4%
5,5000.0%0.08%
-9.9%
Q4 2021$284,000
+0.4%
5,5000.0%0.09%
-5.2%
Q3 2021$283,000
-1.0%
5,5000.0%0.10%
+4.3%
Q2 2021$286,000
+0.7%
5,5000.0%0.09%
-4.2%
Q1 2021$284,000
-1.4%
5,5000.0%0.10%
-8.6%
Q4 2020$288,000
+1.1%
5,5000.0%0.10%
-14.6%
Q3 2020$285,000
+0.4%
5,5000.0%0.12%
-1.6%
Q2 2020$284,000
+3.3%
5,5000.0%0.12%
-7.4%
Q1 2020$275,000
-1.1%
5,5000.0%0.14%
+45.2%
Q4 2019$278,0000.0%5,5000.0%0.09%
-5.1%
Q3 2019$278,000
+1.1%
5,5000.0%0.10%
+2.1%
Q2 2019$275,000
+1.5%
5,5000.0%0.10%0.0%
Q1 2019$271,000
+2.7%
5,5000.0%0.10%
-11.1%
Q4 2018$264,000
+1.1%
5,5000.0%0.11%
+22.7%
Q3 2018$261,000
-0.8%
5,5000.0%0.09%
-5.4%
Q2 2018$263,000
-0.4%
5,5000.0%0.09%
-3.1%
Q1 2018$264,000
-1.9%
5,5000.0%0.10%
-4.0%
Q4 2017$269,0000.0%5,5000.0%0.10%
-2.0%
Q3 2017$269,000
+0.7%
5,5000.0%0.10%
+2.0%
Q2 2017$267,000
+1.5%
5,5000.0%0.10%
+4.2%
Q1 2017$263,000
+1.2%
5,5000.0%0.10%
+2.1%
Q4 2016$260,000
-5.5%
5,5000.0%0.09%
-8.7%
Q3 2016$275,000
-1.1%
5,5000.0%0.10%
-3.7%
Q2 2016$278,000
+2.6%
5,5000.0%0.11%0.0%
Q1 2016$271,0005,5000.11%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Wealthcare Advisory Partners LLC 273,480$13,316,0006.47%
RITHOLTZ WEALTH MANAGEMENT 215,610$10,498,0004.41%
WEALTHFRONT Corp 5,366,547$261,297,0003.92%
Alliance Wealth Management Group 96,374$4,693,0002.63%
Invst, LLC 35,693$1,710,0002.43%
BAILARD, INC. 527,680$25,693,0002.09%
Hefty Wealth Partners 59,127$2,878,0001.97%
Betterment LLC 3,858,732$187,882,0001.96%
Horan Securities, Inc. 35,631$1,733,0001.85%
SRS Capital Advisors, Inc. 72,115$3,502,0001.68%
View complete list of SPDR SER TR shareholders