Westover Capital Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 238 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Westover Capital Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$848,000
-7.2%
17,713
+0.2%
0.26%
-0.8%
Q4 2021$914,000
-9.5%
17,678
-9.7%
0.27%
-15.8%
Q3 2021$1,010,000
-3.5%
19,579
-2.5%
0.32%
-6.0%
Q2 2021$1,047,000
-2.6%
20,086
-3.5%
0.34%
-9.2%
Q1 2021$1,075,000
+3.0%
20,818
+4.6%
0.37%
-1.6%
Q4 2020$1,044,000
+16.3%
19,897
+15.0%
0.38%
+1.9%
Q3 2020$898,000
+3.1%
17,296
+2.6%
0.37%
-9.6%
Q2 2020$871,000
+3.0%
16,859
-0.4%
0.41%
-10.9%
Q1 2020$846,000
-2.4%
16,927
-1.3%
0.46%
+18.0%
Q4 2019$867,000
-0.5%
17,145
-0.2%
0.39%
-5.6%
Q3 2019$871,000
+1.5%
17,179
+0.4%
0.41%
-3.1%
Q2 2019$858,000
-7.1%
17,105
-8.8%
0.42%
-11.7%
Q1 2019$924,000
-21.7%
18,747
-23.6%
0.48%
-35.0%
Q4 2018$1,180,000
-5.4%
24,528
-6.6%
0.74%
+17.0%
Q3 2018$1,247,000
-12.1%
26,256
-11.1%
0.63%
-17.4%
Q2 2018$1,418,000
+13.5%
29,547
+13.6%
0.76%
+12.4%
Q1 2018$1,249,000
+0.4%
26,008
+2.4%
0.68%
-0.4%
Q4 2017$1,244,000
+16.3%
25,394
+16.1%
0.68%
+8.4%
Q3 2017$1,070,00021,8680.63%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
RITHOLTZ WEALTH MANAGEMENT 571,216$28,955,0004.70%
Private Wealth Group, LLC 82,922$4,203,0003.76%
Alliance Wealth Management Group 146,920$7,447,0003.58%
Financial Engines Advisors L.L.C. 11,280,775$578,736,0003.11%
Wealthfront Advisers LLC 5,599,692$283,848,0002.38%
BSW Wealth Partners 121,855$6,177,0002.38%
Towercrest Capital Management 146,920$7,447,0002.06%
NICOLET ADVISORY SERVICES, LLC 264,774$13,421,0002.04%
NewSquare Capital LLC 219,365$11,120,0002.02%
CX Institutional 218,500$11,076,0001.79%
View complete list of SPDR SER TR shareholders