Cordasco Financial Network - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 336 filers reported holding SPDR SER TR in Q1 2022. 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 2022
NameSharesValueWeighting ↓
RITHOLTZ WEALTH MANAGEMENT 552,328$27,694,0004.73%
Private Wealth Group, LLC 82,026$4,113,0003.74%
Alliance Wealth Management Group 145,378$7,289,0003.57%
Financial Engines Advisors L.L.C. 10,685,694$548,606,0003.21%
Wealthfront Advisers LLC 5,704,091$286,003,0002.48%
BSW Wealth Partners 115,021$5,767,0002.18%
Towercrest Capital Management 145,378$7,289,0002.06%
NICOLET ADVISORY SERVICES, LLC 256,633$12,868,0001.96%
NewSquare Capital LLC 213,253$10,693,0001.95%
CX Institutional 221,702$11,116,0001.76%
View complete list of SPDR SER TR shareholders