Cordasco Financial Network - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 331 filers reported holding SPDR SER TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Wealthcare Advisory Partners LLC 273,480$13,316,0006.47%
RITHOLTZ WEALTH MANAGEMENT 215,610$10,498,0004.41%
WEALTHFRONT Corp 5,366,547$261,297,0003.92%
Alliance Wealth Management Group 96,374$4,693,0002.63%
Invst, LLC 35,693$1,710,0002.43%
BAILARD, INC. 527,680$25,693,0002.09%
Hefty Wealth Partners 59,127$2,878,0001.97%
Betterment LLC 3,858,732$187,882,0001.96%
Horan Securities, Inc. 35,631$1,733,0001.85%
SRS Capital Advisors, Inc. 72,115$3,502,0001.68%
View complete list of SPDR SER TR shareholders