ROPES WEALTH ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 149 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$151,000
+132.3%
2,877
+121.6%
0.02%
+64.3%
Q2 2019$65,000
+1.6%
1,2980.0%0.01%
-17.6%
Q1 2019$64,000
+3.2%
1,2980.0%0.02%
-5.6%
Q4 2018$62,0000.0%1,2980.0%0.02%
+20.0%
Q3 2018$62,0000.0%1,2980.0%0.02%
-11.8%
Q2 2018$62,0000.0%1,2980.0%0.02%0.0%
Q1 2018$62,000
+17.0%
1,298
+19.3%
0.02%
+21.4%
Q4 2017$53,000
+1.9%
1,088
+2.4%
0.01%0.0%
Q3 2017$52,0000.0%1,0630.0%0.01%
-6.7%
Q2 2017$52,000
-29.7%
1,063
-31.2%
0.02%
-28.6%
Q1 2017$74,000
+68.2%
1,546
+65.2%
0.02%
+50.0%
Q4 2016$44,000
+12.8%
936
+20.2%
0.01%
+7.7%
Q3 2016$39,0000.0%7790.0%0.01%
-7.1%
Q2 2016$39,000
+50.0%
779
+48.4%
0.01%
+27.3%
Q1 2016$26,0005250.01%
Other shareholders
SPDR SER TR shareholders Q2 2016
NameSharesValueWeighting ↓
RITHOLTZ WEALTH MANAGEMENT 571,216$28,955,0004.70%
Private Wealth Group, LLC 82,922$4,203,0003.76%
Alliance Wealth Management Group 146,920$7,447,0003.58%
Financial Engines Advisors L.L.C. 11,280,775$578,736,0003.11%
Wealthfront Advisers LLC 5,599,692$283,848,0002.38%
BSW Wealth Partners 121,855$6,177,0002.38%
Towercrest Capital Management 146,920$7,447,0002.06%
NICOLET ADVISORY SERVICES, LLC 264,774$13,421,0002.04%
NewSquare Capital LLC 219,365$11,120,0002.02%
CX Institutional 218,500$11,076,0001.79%
View complete list of SPDR SER TR shareholders