Capital Advisors, Ltd. LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 262 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
Capital Advisors, Ltd. LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$193
-5.4%
4,4260.0%0.03%0.0%
Q2 2023$204
-1.4%
4,4260.0%0.03%
-11.8%
Q1 2023$207
+2.5%
4,4260.0%0.03%
-2.9%
Q4 2022$202
-99.9%
4,4260.0%0.04%
-7.9%
Q3 2022$195,000
-3.9%
4,4260.0%0.04%0.0%
Q2 2022$203,000
-4.2%
4,4260.0%0.04%
+8.6%
Q1 2022$212,000
-7.4%
4,4260.0%0.04%
-5.4%
Q4 2021$229,000
+0.4%
4,4260.0%0.04%
-9.8%
Q3 2021$228,000
-1.3%
4,4260.0%0.04%0.0%
Q2 2021$231,000
+0.9%
4,4260.0%0.04%
-2.4%
Q1 2021$229,000
-1.3%
4,4260.0%0.04%
-17.6%
Q4 2020$232,000
+0.9%
4,4260.0%0.05%
-10.5%
Q3 2020$230,000
+0.4%
4,4260.0%0.06%
-5.0%
Q2 2020$229,000
+3.6%
4,4260.0%0.06%
-13.0%
Q1 2020$221,000
-1.3%
4,4260.0%0.07%
+21.1%
Q4 2019$224,0000.0%4,4260.0%0.06%
-8.1%
Q3 2019$224,000
+0.9%
4,4260.0%0.06%
-1.6%
Q2 2019$222,000
+1.8%
4,4260.0%0.06%
+6.8%
Q1 2019$218,000
+2.3%
4,4260.0%0.06%
-6.3%
Q4 2018$213,000
+1.4%
4,4260.0%0.06%
+6.8%
Q3 2018$210,000
-0.9%
4,4260.0%0.06%
-10.6%
Q2 2018$212,000
-0.5%
4,4260.0%0.07%
-4.3%
Q1 2018$213,000
-1.8%
4,4260.0%0.07%
-4.2%
Q4 2017$217,000
+0.5%
4,4260.0%0.07%
-5.3%
Q3 2017$216,0000.0%4,4260.0%0.08%
-3.8%
Q2 2017$216,000
+1.9%
4,4260.0%0.08%
-3.7%
Q1 2017$212,000
+1.0%
4,4260.0%0.08%
-5.7%
Q4 2016$210,000
-5.4%
4,4260.0%0.09%
-11.2%
Q3 2016$222,000
-0.9%
4,4260.0%0.10%
-6.7%
Q2 2016$224,000
+3.2%
4,4260.0%0.10%
-2.8%
Q1 2016$217,0004,4260.11%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
Goodman Advisory Group, LLC 183,973$8,3934.88%
BAILARD, INC. 1,941,326$88,563,2923.37%
Aquire Wealth Advisors, LLC 140,523$6,410,6593.19%
Revolve Wealth Partners, LLC 234,287$10,688,1543.06%
One Wealth Advisors, LLC 269,593$12,298,8332.81%
ONE Advisory Partners, LLC 92,688$4,228,4272.70%
Wealthfront Advisers LLC 11,806,214$538,599,4832.61%
Alliance Wealth Management Group 124,336$5,672,2082.07%
New Potomac Partners, LLC 58,632$2,674,7921.98%
Wealth CMT 79,200$3,6131.92%
View complete list of SPDR SER TR shareholders