Transamerica Financial Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 336 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$10.0%4
+100.0%
0.00%
Q2 2023$10.0%20.0%0.00%
Q1 2023$1
-91.7%
2
-99.2%
0.00%
-100.0%
Q4 2022$12
-99.9%
2540.0%0.00%0.0%
Q3 2022$12,0000.0%254
-1.2%
0.00%0.0%
Q2 2022$12,000
-36.8%
257
-34.1%
0.00%
-99.7%
Q1 2022$19,000
+216.7%
390
+275.0%
0.68%
+67700.0%
Q2 2020$6,000
-87.5%
104
-88.9%
0.00%
-99.8%
Q4 2019$48,000
-7.7%
938
-7.0%
0.66%
+0.6%
Q3 2019$52,000
-96.4%
1,009
-96.5%
0.66%
+114.6%
Q2 2019$1,428,000
+2646.2%
28,478
+2622.6%
0.31%
+0.3%
Q1 2019$52,000
-96.1%
1,046
-96.2%
0.31%
-10.2%
Q4 2018$1,332,000
+12009.1%
27,661
+12530.6%
0.34%
+17000.0%
Q3 2018$11,0000.0%219
+0.5%
0.00%0.0%
Q2 2018$11,000
-8.3%
218
-9.5%
0.00%0.0%
Q1 2018$12,000
-40.0%
241
-39.6%
0.00%
-33.3%
Q4 2017$20,0000.0%399
-1.5%
0.00%
+50.0%
Q3 2017$20,000
-4.8%
405
-5.2%
0.00%
-33.3%
Q2 2017$21,000
-36.4%
427
-37.4%
0.00%
-25.0%
Q1 2017$33,000
-8.3%
682
-8.0%
0.00%0.0%
Q4 2016$36,000
-81.5%
741
-80.9%
0.00%
-81.0%
Q3 2016$195,000
-98.5%
3,878
-98.5%
0.02%
-98.4%
Q2 2016$13,415,000
-32.1%
265,152
-33.8%
1.35%
-19.1%
Q1 2016$19,768,000400,6671.67%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 192,542$8,288,9376.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3,218,514$140,649,0753.94%
Sterling Financial Group, Inc. 103,210$4,510,2552.83%
Revolve Wealth Partners, LLC 267,640$11,695,8612.69%
Braun-Bostich & Associates Inc. 32,951$1,439,9432.69%
Aquire Wealth Advisors, LLC 125,027$5,463,6802.28%
ROBINSON CAPITAL MANAGEMENT, LLC 107,000$4,644,8702.07%
Goodman Advisory Group, LLC 125,799$5,497,3982.05%
One Capital Management, LLC 824,484$36,029,9501.60%
JFS WEALTH ADVISORS, LLC 371,449$16,232,3331.53%
View complete list of SPDR SER TR shareholders