Glassman Wealth Services - 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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$328
+2.8%
70.0%0.00%
Q4 2022$319
-99.8%
7
-99.8%
0.00%
-100.0%
Q1 2020$191,000
+1369.2%
3,824
+1354.0%
0.07%
+1380.0%
Q2 2019$13,0002630.01%
Other shareholders
SPDR SER TR shareholders Q1 2023
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