Mosaic Family Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 212 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2018
NameSharesValueWeighting ↓
Goodman Advisory Group, LLC 183,973$8,3934.88%
BAILARD, INC. 1,941,326$88,563,2923.37%
Aquire Wealth Advisors, LLC 140,523$6,410,6593.19%
Revolve Wealth Partners, LLC 234,287$10,688,1543.06%
One Wealth Advisors, LLC 269,593$12,298,8332.81%
ONE Advisory Partners, LLC 92,688$4,228,4272.70%
Wealthfront Advisers LLC 11,806,214$538,599,4832.61%
Alliance Wealth Management Group 124,336$5,672,2082.07%
New Potomac Partners, LLC 58,632$2,674,7921.98%
Wealth CMT 79,200$3,6131.92%
View complete list of SPDR SER TR shareholders