Aptus Capital Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 259 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$8,172
-5.3%
1870.0%0.00%
Q2 2023$8,632
-1.4%
1870.0%0.00%
Q1 2023$8,755
-75.6%
187
-76.2%
0.00%
-100.0%
Q4 2022$35,903
+2.6%
7870.0%0.00%0.0%
Q3 2022$35,000
+288.9%
787
+320.9%
0.00%
Q2 2022$9,0000.0%1870.0%0.00%
Q1 2022$9,000
-10.0%
1870.0%0.00%
Q4 2021$10,0000.0%1870.0%0.00%
Q3 2021$10,000
-50.0%
187
-50.5%
0.00%
-100.0%
Q2 2021$20,0000.0%3780.0%0.00%0.0%
Q1 2021$20,000
+5.3%
3780.0%0.00%0.0%
Q4 2020$19,0000.0%3780.0%0.00%0.0%
Q3 2020$19,0000.0%3780.0%0.00%0.0%
Q2 2020$19,000
+5.6%
3780.0%0.00%
-50.0%
Q1 2020$18,000
-5.3%
3780.0%0.00%
+100.0%
Q4 2019$19,000
-81.4%
378
-81.2%
0.00%
-83.3%
Q3 2019$102,0002,0130.01%
Other shareholders
SPDR SER TR shareholders Q4 2019
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