Diversified Trust Co - 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
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 Q4 2019
NameSharesValueWeighting ↓
Wealthcare Advisory Partners LLC 244,744$12,382,0008.72%
NewSquare Capital LLC 534,826$27,057,0006.44%
Prospera Financial Services Inc 391,964$19,829,0004.10%
CAPRIN ASSET MANAGEMENT LLC /ADV 93,460$4,728,0003.76%
Horan Securities, Inc. 33,742$1,697,0002.68%
Hefty Wealth Partners 56,540$2,860,0002.36%
WEALTHFRONT Corp 1,588,654$80,370,0002.22%
BSW Wealth Partners 79,463$4,020,0002.21%
BAILARD, INC. 336,655$17,031,0002.03%
AVALON CAPITAL MANAGEMENT 47,475$2,402,0001.88%
View complete list of SPDR SER TR shareholders