Belpointe Asset Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 259 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$113,632
+38.7%
2,427
+35.1%
0.01%
+20.0%
Q4 2022$81,934
-70.5%
1,796
-71.6%
0.01%
-73.7%
Q3 2022$278,000
+85.3%
6,314
+117.6%
0.02%
+90.0%
Q3 2021$150,000
+41.5%
2,902
+42.3%
0.01%
+25.0%
Q2 2021$106,000
-5.4%
2,040
-5.1%
0.01%0.0%
Q3 2020$112,000
-41.1%
2,149
-41.4%
0.01%
-68.0%
Q2 2020$190,000
+75.9%
3,669
+71.9%
0.02%
+78.6%
Q4 2019$108,000
-18.8%
2,135
-18.5%
0.01%
-36.4%
Q3 2019$133,0002,6210.02%
Other shareholders
SPDR SER TR shareholders Q4 2019
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