NewEdge Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 238 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$32,912
-1.4%
7130.0%0.00%
Q1 2023$33,382
-56.9%
713
-70.4%
0.00%
-100.0%
Q4 2022$77,405
-68.1%
2,409
-48.7%
0.00%
-50.0%
Q4 2021$243,0000.0%4,699
-0.4%
0.00%
-33.3%
Q3 2021$243,000
-3.2%
4,717
-2.2%
0.01%
-14.3%
Q2 2021$251,000
+0.8%
4,823
+0.0%
0.01%0.0%
Q1 2021$249,000
-25.9%
4,822
-24.6%
0.01%
-36.4%
Q4 2020$336,000
-5.4%
6,395
-6.4%
0.01%
-8.3%
Q3 2020$355,000
+2.3%
6,833
+1.8%
0.01%
-14.3%
Q2 2020$347,000
+4.5%
6,709
+1.1%
0.01%
-12.5%
Q1 2020$332,000
+28.2%
6,634
+29.4%
0.02%
+60.0%
Q4 2019$259,000
-1.9%
5,128
-1.6%
0.01%
-16.7%
Q3 2019$264,000
+5.6%
5,212
+4.3%
0.01%
-20.0%
Q2 2019$250,000
+1.6%
4,9950.0%0.02%
-6.2%
Q1 2019$246,000
+0.8%
4,995
-1.7%
0.02%0.0%
Q4 2018$244,000
+3.0%
5,079
+1.7%
0.02%
-11.1%
Q3 2018$237,000
-71.3%
4,9950.0%0.02%
-76.3%
Q2 2018$827,000
+244.6%
4,995
-0.3%
0.08%
+181.5%
Q1 2018$240,0005,0120.03%
Other shareholders
SPDR SER TR shareholders Q3 2019
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