Patriot Financial Group Insurance Agency, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 336 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$14,000
-41.7%
262
-43.4%
0.00%
-50.0%
Q3 2021$24,0000.0%463
+0.4%
0.00%0.0%
Q2 2021$24,000
+84.6%
461
+77.3%
0.00%
+33.3%
Q1 2021$13,0002600.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 192,542$8,288,9376.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3,218,514$140,649,0753.94%
Sterling Financial Group, Inc. 103,210$4,510,2552.83%
Revolve Wealth Partners, LLC 267,640$11,695,8612.69%
Braun-Bostich & Associates Inc. 32,951$1,439,9432.69%
Aquire Wealth Advisors, LLC 125,027$5,463,6802.28%
ROBINSON CAPITAL MANAGEMENT, LLC 107,000$4,644,8702.07%
Goodman Advisory Group, LLC 125,799$5,497,3982.05%
One Capital Management, LLC 824,484$36,029,9501.60%
JFS WEALTH ADVISORS, LLC 371,449$16,232,3331.53%
View complete list of SPDR SER TR shareholders