Mosaic Family Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 237 filers reported holding SPDR SER TR in Q1 2019. 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 Q1 2019
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