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 ↓
Wealthcare Advisory Partners LLC 273,480$13,316,0006.47%
RITHOLTZ WEALTH MANAGEMENT 215,610$10,498,0004.41%
WEALTHFRONT Corp 5,366,547$261,297,0003.92%
Alliance Wealth Management Group 96,374$4,693,0002.63%
Invst, LLC 35,693$1,710,0002.43%
BAILARD, INC. 527,680$25,693,0002.09%
Hefty Wealth Partners 59,127$2,878,0001.97%
Betterment LLC 3,858,732$187,882,0001.96%
Horan Securities, Inc. 35,631$1,733,0001.85%
SRS Capital Advisors, Inc. 72,115$3,502,0001.68%
View complete list of SPDR SER TR shareholders