Evercore Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 158 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2019$226,000
-3.8%
4,500
-5.6%
0.01%
-12.5%
Q1 2019$235,000
+2.6%
4,7680.0%0.01%
-11.1%
Q4 2018$229,000
-0.4%
4,768
-1.7%
0.01%
+28.6%
Q3 2018$230,000
-26.8%
4,850
-25.9%
0.01%
-36.4%
Q2 2018$314,0000.0%6,5430.0%0.01%
-8.3%
Q1 2018$314,000
-13.0%
6,543
-11.2%
0.01%
-7.7%
Q4 2017$361,000
+0.3%
7,3680.0%0.01%
-7.1%
Q3 2017$360,000
-4.5%
7,368
-4.8%
0.01%
-6.7%
Q2 2017$377,000
+1.6%
7,7430.0%0.02%0.0%
Q1 2017$371,000
+6.0%
7,743
+5.1%
0.02%0.0%
Q4 2016$350,000
+19.9%
7,368
+26.5%
0.02%
+25.0%
Q3 2016$292,000
-1.0%
5,8260.0%0.01%
-7.7%
Q2 2016$295,000
-20.1%
5,826
-22.1%
0.01%
-18.8%
Q1 2016$369,0007,4810.02%
Other shareholders
SPDR SER TR shareholders Q1 2017
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