Barrett Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$26,0000.0%5030.0%0.00%0.0%
Q2 2021$26,0000.0%5030.0%0.00%0.0%
Q1 2021$26,000
-50.0%
503
-50.0%
0.00%0.0%
Q4 2020$52,000
+100.0%
1,006
+100.0%
0.00%
-50.0%
Q3 2020$26,0000.0%5030.0%0.00%0.0%
Q2 2020$26,000
+4.0%
5030.0%0.00%0.0%
Q1 2020$25,000
-50.0%
503
-50.0%
0.00%0.0%
Q4 2019$50,000
+100.0%
1,006
+100.0%
0.00%0.0%
Q3 2019$25,0000.0%5030.0%0.00%0.0%
Q2 2019$25,0000.0%5030.0%0.00%0.0%
Q1 2019$25,000
+4.2%
5030.0%0.00%0.0%
Q4 2018$24,0000.0%5030.0%0.00%0.0%
Q3 2018$24,0000.0%5030.0%0.00%0.0%
Q2 2018$24,0000.0%5030.0%0.00%0.0%
Q1 2018$24,000
-4.0%
5030.0%0.00%0.0%
Q4 2017$25,0000.0%5030.0%0.00%0.0%
Q3 2017$25,000
+4.2%
5030.0%0.00%0.0%
Q2 2017$24,0000.0%5030.0%0.00%0.0%
Q1 2017$24,0000.0%5030.0%0.00%0.0%
Q4 2016$24,0005030.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Newport Capital Group, LLC 94,507$4,874,0003.76%
Financial Council Asset Management Inc 41,999$2,166,0003.06%
FSA Wealth Management LLC 82,175$4,238,0002.64%
Alliance Wealth Management Group 155,315$8,010,0002.60%
New Potomac Partners, LLC 61,110$3,151,0002.18%
RITHOLTZ WEALTH MANAGEMENT 550,054$28,366,0001.97%
Pacific Edge Advisors, LLC 74,350$3,834,0001.86%
Wealthfront Advisers LLC 7,574,355$390,610,0001.81%
Towercrest Capital Management 182,604$9,417,0001.78%
McAdam, LLC 248,884$12,835,0001.43%
View complete list of SPDR SER TR shareholders