Mosaic Family Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 135 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2019$15,0000.0%3130.0%0.01%0.0%
Q4 2018$15,0000.0%3130.0%0.01%0.0%
Q3 2018$15,000
-6.2%
313
-4.9%
0.01%0.0%
Q2 2018$16,0000.0%3290.0%0.01%0.0%
Q1 2018$16,000
+166.7%
329
+222.5%
0.01%
+100.0%
Q2 2016$6,000
+20.0%
1020.0%0.00%
+50.0%
Q1 2016$5,000
+25.0%
102
-50.2%
0.00%0.0%
Q4 2015$4,0002050.00%
Other shareholders
SPDR SER TR shareholders Q1 2016
NameSharesValueWeighting ↓
Logan Stone Capital, LLC 136,185$7,045,0007.02%
Aquire Wealth Advisors, LLC 176,937$9,153,0004.79%
Revolve Wealth Partners, LLC 253,258$13,101,0003.77%
Newport Capital Group, LLC 91,574$4,740,0003.51%
Wealthfront Advisers LLC 12,395,847$641,237,0002.71%
Financial Council, LLC 41,813$2,163,0002.58%
Alliance Wealth Management Group 155,769$8,058,0002.50%
FSA Wealth Management LLC 75,332$3,897,0002.27%
New Potomac Partners, LLC 60,460$3,128,0002.03%
Towercrest Capital Management 182,845$9,459,0001.73%
View complete list of SPDR SER TR shareholders