WealthTrust Axiom LLC - SPDR SER TR ownership

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
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 2022
NameSharesValueWeighting ↓
RITHOLTZ WEALTH MANAGEMENT 552,328$27,694,0004.73%
Private Wealth Group, LLC 82,026$4,113,0003.74%
Alliance Wealth Management Group 145,378$7,289,0003.57%
Financial Engines Advisors L.L.C. 10,685,694$548,606,0003.21%
Wealthfront Advisers LLC 5,704,091$286,003,0002.48%
BSW Wealth Partners 115,021$5,767,0002.18%
Towercrest Capital Management 145,378$7,289,0002.06%
NICOLET ADVISORY SERVICES, LLC 256,633$12,868,0001.96%
NewSquare Capital LLC 213,253$10,693,0001.95%
CX Institutional 221,702$11,116,0001.76%
View complete list of SPDR SER TR shareholders