Aveo Capital Partners, LLC - 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 Q2 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$748,150
-0.2%
16,3530.0%0.08%
+3.7%
Q1 2024$749,949
-10.7%
16,353
-8.5%
0.08%
-18.8%
Q4 2023$839,702
-66.2%
17,866
-68.6%
0.10%
-69.1%
Q3 2023$2,486,574
-4.6%
56,901
+0.8%
0.33%
-1.2%
Q2 2023$2,606,978
-57.3%
56,477
-56.7%
0.33%
-59.4%
Q1 2023$6,104,345
+9.4%
130,379
+6.6%
0.82%
-2.9%
Q4 2022$5,581,881
+248.2%
122,356
+235.9%
0.84%
+204.0%
Q3 2022$1,603,000
-48.4%
36,430
-46.2%
0.28%
-45.8%
Q2 2022$3,107,000
+1438.1%
67,755
+1577.1%
0.51%
+419.4%
Q1 2020$202,000
-3.3%
4,040
-2.6%
0.10%
+14.0%
Q3 2019$209,000
+4.0%
4,149
+4.3%
0.09%
-1.1%
Q2 2019$201,0003,9780.09%
Other shareholders
SPDR SER TR shareholders Q2 2020
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