Lenox Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 239 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$364,000
+1633.3%
7,678
+1759.1%
0.05%
+2200.0%
Q4 2021$21,000
+10.5%
413
+9.3%
0.00%0.0%
Q3 2021$19,000
-5.0%
3780.0%0.00%
-33.3%
Q2 2021$20,0000.0%3780.0%0.00%0.0%
Q1 2021$20,000
-28.6%
378
-29.5%
0.00%
-25.0%
Q4 2020$28,000
+33.3%
536
+33.3%
0.00%
+33.3%
Q3 2020$21,0000.0%4020.0%0.00%0.0%
Q2 2020$21,000
+5.0%
4020.0%0.00%
-25.0%
Q1 2020$20,000
-57.4%
402
-56.7%
0.00%
-42.9%
Q4 2019$47,000
+135.0%
928
+130.8%
0.01%
+133.3%
Q3 2019$20,0000.0%4020.0%0.00%0.0%
Q2 2019$20,000
-4.8%
402
-4.5%
0.00%
-25.0%
Q1 2019$21,000
+5.0%
4210.0%0.00%0.0%
Q4 2018$20,000
-13.0%
421
-11.9%
0.00%
-20.0%
Q3 2018$23,000
-14.8%
478
-14.8%
0.01%
-16.7%
Q2 2018$27,000
-60.3%
561
-60.4%
0.01%
-62.5%
Q1 2018$68,000
+325.0%
1,415
+332.7%
0.02%
+300.0%
Q4 2017$16,000
-33.3%
327
-32.4%
0.00%
-42.9%
Q3 2017$24,0004840.01%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Logan Stone Capital, LLC 136,185$7,045,0007.02%
Aquire Wealth Advisors, LLC 176,937$9,153,0004.79%
Revolve Wealth Partners, LLC 253,258$13,101,0003.77%
Newport Capital Group, LLC 91,574$4,740,0003.51%
Wealthfront Advisers LLC 12,395,847$641,237,0002.71%
Financial Council, LLC 41,813$2,163,0002.58%
Alliance Wealth Management Group 155,769$8,058,0002.50%
FSA Wealth Management LLC 75,332$3,897,0002.27%
New Potomac Partners, LLC 60,460$3,128,0002.03%
Towercrest Capital Management 182,845$9,459,0001.73%
View complete list of SPDR SER TR shareholders