Westside Investment Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 266 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.59 and the average weighting 0.3%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,177
-5.3%
2100.0%0.00%0.0%
Q2 2023$9,694
-1.4%
2100.0%0.00%0.0%
Q1 2023$9,832
+109144.4%
2100.0%0.00%
Q4 2022$9
-99.9%
2100.0%0.00%
Q3 2022$9,0000.0%2100.0%0.00%
Q2 2022$9,000
-10.0%
2100.0%0.00%
Q1 2022$10,0000.0%2100.0%0.00%
Q4 2021$10,0000.0%2100.0%0.00%
Q3 2021$10,0000.0%2100.0%0.00%
Q2 2021$10,0000.0%2100.0%0.00%
Q1 2021$10,000
-9.1%
2100.0%0.00%
Q4 2020$11,000
+10.0%
2100.0%0.00%
Q3 2020$10,0000.0%2100.0%0.00%
Q2 2020$10,0000.0%2100.0%0.00%
Q1 2020$10,0000.0%2100.0%0.00%
Q2 2019$10,000
-99.9%
2100.0%0.00%
-100.0%
Q4 2018$10,105,0002100.00%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
RITHOLTZ WEALTH MANAGEMENT 552,328$27,694,0004.73%
Private Wealth Group, LLC 82,026$4,113,0003.74%
Alliance Wealth Management Group 145,378$7,289,0003.57%
Financial Engines Advisors L.L.C. 10,685,694$548,606,0003.21%
Wealthfront Advisers LLC 5,704,091$286,003,0002.48%
BSW Wealth Partners 115,021$5,767,0002.18%
Towercrest Capital Management 145,378$7,289,0002.06%
NICOLET ADVISORY SERVICES, LLC 256,633$12,868,0001.96%
NewSquare Capital LLC 213,253$10,693,0001.95%
CX Institutional 221,702$11,116,0001.76%
View complete list of SPDR SER TR shareholders