Cordasco Financial Network - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 212 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cordasco Financial Network ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$149,000
-4.5%
3,2500.0%0.11%
+6.9%
Q1 2022$156,000
-7.1%
3,2500.0%0.10%
-3.8%
Q4 2021$168,0000.0%3,2500.0%0.10%
-8.7%
Q3 2021$168,000
-0.6%
3,2500.0%0.12%
-2.5%
Q2 2021$169,000
+0.6%
3,2500.0%0.12%
-3.3%
Q1 2021$168,000
-1.8%
3,2500.0%0.12%
-9.6%
Q4 2020$171,000
+1.2%
3,2500.0%0.14%
-8.2%
Q3 2020$169,000
+0.6%
3,2500.0%0.15%
-4.5%
Q2 2020$168,000
+3.7%
3,2500.0%0.15%
-14.4%
Q1 2020$162,000
-1.2%
3,2500.0%0.18%
+23.3%
Q4 2019$164,000
-0.6%
3,2500.0%0.15%
-7.0%
Q3 2019$165,000
+10.7%
3,250
+9.1%
0.16%
+8.3%
Q2 2019$149,000
+1.4%
2,9800.0%0.14%
-2.0%
Q1 2019$147,000
+2.8%
2,9800.0%0.15%
-9.2%
Q4 2018$143,000
+1.4%
2,9800.0%0.16%
+21.6%
Q3 2018$141,000
-1.4%
2,9800.0%0.13%
-4.3%
Q2 2018$143,0000.0%2,9800.0%0.14%
-9.1%
Q1 2018$143,000
-2.1%
2,9800.0%0.15%
+1.3%
Q4 2017$146,0000.0%2,9800.0%0.15%
-5.0%
Q3 2017$146,000
+0.7%
2,9800.0%0.16%
-3.0%
Q2 2017$145,000
-13.2%
2,980
-14.4%
0.16%
-14.1%
Q1 2017$167,000
-32.9%
3,480
-33.6%
0.19%
-32.2%
Q4 2016$249,000
-37.8%
5,240
-33.8%
0.28%
-38.3%
Q3 2016$400,0000.0%7,9120.0%0.46%
+0.4%
Q2 2016$400,000
-13.8%
7,912
-15.9%
0.46%
-12.3%
Q1 2016$464,0009,4120.52%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Newport Capital Group, LLC 76,431$4,012,0003.46%
Alliance Wealth Management Group 146,912$7,711,0003.04%
RITHOLTZ WEALTH MANAGEMENT 491,786$25,814,0002.47%
Wealthfront Advisers LLC 6,986,059$366,698,0002.20%
FSA Wealth Management LLC 83,670$4,392,0002.20%
Towercrest Capital Management 164,269$8,622,0001.94%
Pacific Edge Advisors, LLC 60,950$3,199,0001.67%
Reby Advisors, LLC 120,821$6,342,0001.66%
New Potomac Partners, LLC 43,275$2,272,0001.64%
CX Institutional 305,994$16,062,0001.55%
View complete list of SPDR SER TR shareholders