Capital Advisors, Ltd. LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - 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 Q4 2020
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 192,542$8,288,9376.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3,218,514$140,649,0753.94%
Sterling Financial Group, Inc. 103,210$4,510,2552.83%
Revolve Wealth Partners, LLC 267,640$11,695,8612.69%
Braun-Bostich & Associates Inc. 32,951$1,439,9432.69%
Aquire Wealth Advisors, LLC 125,027$5,463,6802.28%
ROBINSON CAPITAL MANAGEMENT, LLC 107,000$4,644,8702.07%
Goodman Advisory Group, LLC 125,799$5,497,3982.05%
One Capital Management, LLC 824,484$36,029,9501.60%
JFS WEALTH ADVISORS, LLC 371,449$16,232,3331.53%
View complete list of SPDR SER TR shareholders