Diversified Trust Co - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 175 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$485,000
-1.2%
9,381
+0.3%
0.02%
-5.0%
Q4 2020$491,000
+1.9%
9,351
+0.7%
0.02%
-9.1%
Q3 2020$482,000
+13.1%
9,282
+12.7%
0.02%0.0%
Q2 2020$426,000
+3.9%
8,239
+0.5%
0.02%
-8.3%
Q1 2020$410,000
-0.7%
8,198
+0.3%
0.02%
+26.3%
Q4 2019$413,000
+0.5%
8,170
+0.7%
0.02%0.0%
Q3 2019$411,000
+1.5%
8,112
+0.5%
0.02%0.0%
Q2 2019$405,000
-48.1%
8,069
-49.1%
0.02%
-50.0%
Q1 2019$781,000
+2.8%
15,846
+0.4%
0.04%
-9.5%
Q4 2018$760,000
+2.2%
15,785
+0.8%
0.04%
+13.5%
Q3 2018$744,000
+25.9%
15,662
+27.2%
0.04%
-2.6%
Q2 2018$591,0000.0%12,3130.0%0.04%0.0%
Q1 2018$591,000
-2.0%
12,3130.0%0.04%
+2.7%
Q4 2017$603,000
+0.2%
12,3130.0%0.04%
-19.6%
Q3 2017$602,000
+0.3%
12,3130.0%0.05%
-6.1%
Q2 2017$600,000
+1.7%
12,3130.0%0.05%
+8.9%
Q1 2017$590,000
+1.0%
12,3130.0%0.04%
-10.0%
Q4 2016$584,000
-5.3%
12,3130.0%0.05%
-30.6%
Q3 2016$617,000
-1.0%
12,3130.0%0.07%0.0%
Q2 2016$623,000
+2.5%
12,3130.0%0.07%
+7.5%
Q1 2016$608,00012,3130.07%
Other shareholders
SPDR SER TR shareholders Q3 2017
NameSharesValueWeighting ↓
Newport Capital Group, LLC 76,431$4,012,0003.46%
Alliance Wealth Management Group 146,912$7,711,0003.04%
RITHOLTZ WEALTH MANAGEMENT 491,786$25,814,0002.47%
Wealthfront Advisers LLC 6,986,059$366,698,0002.20%
FSA Wealth Management LLC 83,670$4,392,0002.20%
Towercrest Capital Management 164,269$8,622,0001.94%
Pacific Edge Advisors, LLC 60,950$3,199,0001.67%
Reby Advisors, LLC 120,821$6,342,0001.66%
New Potomac Partners, LLC 43,275$2,272,0001.64%
CX Institutional 305,994$16,062,0001.55%
View complete list of SPDR SER TR shareholders