LVW Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 171 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2019$699,000
-57.0%
14,189
-58.0%
0.19%
-66.1%
Q4 2018$1,627,000
+226.7%
33,819
+222.5%
0.55%
+292.1%
Q3 2018$498,000
+27.7%
10,486
+29.1%
0.14%
+12.9%
Q2 2018$390,000
+61.8%
8,121
+61.5%
0.12%
+65.3%
Q1 2018$241,000
-18.3%
5,027
-16.6%
0.08%
-12.8%
Q4 2017$295,000
+1.4%
6,026
+1.4%
0.09%
-25.9%
Q3 2017$291,000
-8.5%
5,945
-9.0%
0.12%
+3.6%
Q2 2017$318,000
+1.6%
6,532
+0.1%
0.11%0.0%
Q1 2017$313,000
+10.2%
6,528
+9.2%
0.11%
+13.1%
Q4 2016$284,000
-13.1%
5,980
-8.4%
0.10%
-7.5%
Q3 2016$327,000
-2.1%
6,529
-1.0%
0.11%
-14.4%
Q2 2016$334,0006,5970.12%
Other shareholders
SPDR SER TR shareholders Q4 2016
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