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 ↓
Wealthcare Advisory Partners LLC 273,480$13,316,0006.47%
RITHOLTZ WEALTH MANAGEMENT 215,610$10,498,0004.41%
WEALTHFRONT Corp 5,366,547$261,297,0003.92%
Alliance Wealth Management Group 96,374$4,693,0002.63%
Invst, LLC 35,693$1,710,0002.43%
BAILARD, INC. 527,680$25,693,0002.09%
Hefty Wealth Partners 59,127$2,878,0001.97%
Betterment LLC 3,858,732$187,882,0001.96%
Horan Securities, Inc. 35,631$1,733,0001.85%
SRS Capital Advisors, Inc. 72,115$3,502,0001.68%
View complete list of SPDR SER TR shareholders