Independence Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 265 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
Independence Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$983,000
+0.5%
18,9300.0%0.21%
-5.8%
Q2 2020$978,000
+3.3%
18,9300.0%0.22%
-14.2%
Q1 2020$947,000
-50.5%
18,930
-50.0%
0.26%
+13.0%
Q4 2019$1,914,000
+99.4%
37,860
+100.0%
0.23%
-1.3%
Q3 2019$960,000
+1.2%
18,9300.0%0.23%
-3.7%
Q2 2019$949,000
+1.7%
18,9300.0%0.24%
-7.3%
Q1 2019$933,000
+2.4%
18,9300.0%0.26%
-13.5%
Q4 2018$911,00018,9300.30%
Other shareholders
SPDR SER TR shareholders Q3 2020
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