Capital Analysts, 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 Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$249
-5.3%
5,703
+0.1%
0.01%
-6.7%
Q2 2023$263
-1.1%
5,695
+0.1%
0.02%0.0%
Q1 2023$266
-1.8%
5,687
-4.3%
0.02%
-11.8%
Q4 2022$271
-99.7%
5,942
+148.5%
0.02%
+142.9%
Q3 2022$105,000
-62.6%
2,391
-61.0%
0.01%
-65.0%
Q2 2022$281,000
+148.7%
6,130
+158.6%
0.02%
+185.7%
Q1 2022$113,000
-7.4%
2,370
+0.3%
0.01%0.0%
Q4 2021$122,000
+0.8%
2,364
+0.6%
0.01%
-12.5%
Q3 2021$121,000
-15.4%
2,351
-14.4%
0.01%
-20.0%
Q2 2021$143,000
+1.4%
2,748
+0.4%
0.01%0.0%
Q1 2021$141,000
-17.1%
2,736
-15.3%
0.01%
-33.3%
Q4 2020$170,000
+4.3%
3,232
+2.7%
0.02%0.0%
Q3 2020$163,000
+103.8%
3,148
+104.5%
0.02%
+87.5%
Q2 2020$80,000
+196.3%
1,539
+188.2%
0.01%
+166.7%
Q1 2020$27,0000.0%534
+0.2%
0.00%0.0%
Q4 2019$27,000
-18.2%
533
-18.8%
0.00%0.0%
Q3 2019$33,000
+26.9%
656
+24.5%
0.00%0.0%
Q2 2019$26,000
+85.7%
527
+81.7%
0.00%
+50.0%
Q1 2019$14,000
-97.6%
290
-97.6%
0.00%
-97.4%
Q4 2018$593,000
+29550.0%
12,314
+24528.0%
0.08%
Q2 2018$2,000
-99.6%
50
-99.6%
0.00%
-100.0%
Q4 2016$571,000
-99.9%
12,043
-43.0%
0.10%
-49.7%
Q3 2016$1,059,012,000
+33.4%
21,146
+34.7%
0.20%
+24.4%
Q2 2016$794,114,00015,6970.16%
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