TCI Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$6,424
+1.4%
217
+0.5%
0.00%0.0%
Q4 2022$6,333
+5.6%
216
+0.9%
0.00%0.0%
Q3 2022$6,0000.0%214
+0.5%
0.00%0.0%
Q2 2022$6,0000.0%213
+0.5%
0.00%0.0%
Q1 2022$6,000
-14.3%
212
+0.5%
0.00%0.0%
Q4 2021$7,000
-46.2%
211
-48.5%
0.00%
-50.0%
Q3 2021$13,000
+85.7%
410
+95.2%
0.00%
+100.0%
Q2 2021$7,0000.0%210
+0.5%
0.00%
-66.7%
Q1 2021$7,0000.0%2090.0%0.00%0.0%
Q4 2020$7,0000.0%209
+0.5%
0.00%0.0%
Q3 2020$7,000
+40.0%
208
+32.5%
0.00%
+50.0%
Q2 2020$5,0000.0%157
+0.6%
0.00%0.0%
Q1 2020$5,000
-84.4%
156
-85.1%
0.00%
-83.3%
Q4 2019$32,000
+700.0%
1,044
+690.9%
0.01%
+500.0%
Q3 2019$4,000
-85.2%
132
-85.0%
0.00%
-86.7%
Q3 2016$27,000
-82.0%
880
-82.0%
0.02%
-81.9%
Q2 2016$150,000
+0.7%
4,8800.0%0.08%0.0%
Q1 2016$149,000
-9.1%
4,880
-9.3%
0.08%
-8.8%
Q4 2015$164,0000.0%5,3800.0%0.09%
-8.1%
Q3 2015$164,000
-0.6%
5,3800.0%0.10%
+5.3%
Q2 2015$165,000
-1.8%
5,380
-1.5%
0.09%
-10.5%
Q1 2015$168,000
+12.8%
5,464
+12.0%
0.10%
+14.1%
Q4 2014$149,000
-0.7%
4,8800.0%0.09%
-3.2%
Q3 2014$150,0000.0%4,8800.0%0.10%
+5.6%
Q2 2014$150,0000.0%4,8800.0%0.09%
-8.2%
Q1 2014$150,0000.0%4,8800.0%0.10%
+4.3%
Q4 2013$150,0000.0%4,8800.0%0.09%
-17.5%
Q3 2013$150,000
+0.7%
4,8800.0%0.11%
+0.9%
Q2 2013$149,000
-0.7%
4,8800.0%0.11%
-31.5%
Q1 2013$150,0004,8800.16%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders