Blue Chip Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Blue Chip Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$490,000
+0.8%
9,479
+0.5%
0.06%
-10.3%
Q3 2021$486,000
-0.6%
9,428
+0.4%
0.07%
-2.9%
Q2 2021$489,000
+1.2%
9,389
+0.4%
0.07%
-5.4%
Q1 2021$483,000
-1.2%
9,348
+0.3%
0.07%
-3.9%
Q4 2020$489,000
+1.9%
9,318
+0.7%
0.08%
-9.4%
Q3 2020$480,000
+0.8%
9,249
+0.5%
0.08%
-8.6%
Q2 2020$476,000
+3.9%
9,205
+0.5%
0.09%
-18.4%
Q1 2020$458,000
-0.9%
9,159
+0.4%
0.11%
+29.5%
Q4 2019$462,000
+0.7%
9,127
+0.7%
0.09%
-9.3%
Q3 2019$459,000
+1.5%
9,063
+0.5%
0.10%
-4.0%
Q2 2019$452,000
+2.0%
9,015
+0.2%
0.10%
-3.8%
Q1 2019$443,000
-12.5%
8,996
-14.5%
0.10%
-17.3%
Q4 2018$506,000
+406.0%
10,520
+406.0%
0.13%
+388.5%
Q2 2018$100,0002,0790.03%
Other shareholders
SPDR SER TR shareholders Q4 2021
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