WEALTHCARE CAPITAL MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 135 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$1,338,827
-82.8%
29,347
-83.4%
0.17%
-82.6%
Q3 2022$7,781,000
+139.0%
176,871
+149.2%
0.98%
+175.6%
Q2 2022$3,255,000
+18.0%
70,975
+23.2%
0.36%
+33.2%
Q1 2022$2,758,000
+224.5%
57,612
+250.7%
0.27%
+243.6%
Q4 2021$850,000
+1187.9%
16,429
+1185.5%
0.08%
+1014.3%
Q1 2021$66,000
+29.4%
1,278
+24.2%
0.01%0.0%
Q1 2020$51,000
-74.0%
1,029
-73.5%
0.01%
-69.6%
Q4 2019$196,000
-36.2%
3,878
-36.0%
0.02%
-39.5%
Q3 2019$307,000
-1.9%
6,056
-2.9%
0.04%
-11.6%
Q2 2019$313,000
+2.0%
6,2340.0%0.04%
-2.3%
Q1 2019$307,000
+2.3%
6,2340.0%0.04%
-4.3%
Q4 2018$300,000
-94.9%
6,234
-95.0%
0.05%
-93.4%
Q3 2018$5,925,000
-39.8%
124,781
-39.1%
0.70%
-37.9%
Q2 2018$9,838,000
+0.3%
205,041
+0.4%
1.12%
-0.1%
Q1 2018$9,804,000
+5.1%
204,126
+7.2%
1.12%
+6.7%
Q4 2017$9,325,000
+3.8%
190,419
+3.7%
1.05%
+5.9%
Q3 2017$8,981,000
-9.5%
183,621
-9.9%
0.99%
-12.2%
Q2 2017$9,920,000
+10.4%
203,736
+8.6%
1.13%
+14.6%
Q1 2017$8,989,000
-29.6%
187,584
-30.3%
0.99%
-33.3%
Q4 2016$12,761,000
+336.1%
268,992
+360.4%
1.48%
+349.5%
Q3 2016$2,926,000
+18.0%
58,426
+19.2%
0.33%
+16.3%
Q2 2016$2,480,000
+2.5%
49,0240.0%0.28%0.0%
Q1 2016$2,419,00049,0240.28%
Other shareholders
SPDR SER TR shareholders Q1 2016
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