Successful Portfolios 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
Successful Portfolios LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$203,000
-4.2%
4,4210.0%0.14%
+13.2%
Q1 2022$212,000
-7.4%
4,4210.0%0.12%
-2.4%
Q4 2021$229,000
+0.4%
4,4210.0%0.12%
-8.8%
Q3 2021$228,000
-0.9%
4,4210.0%0.14%
-2.2%
Q2 2021$230,000
+0.9%
4,4210.0%0.14%
-7.3%
Q1 2021$228,000
-1.7%
4,4210.0%0.15%
-9.6%
Q4 2020$232,000
+0.9%
4,4210.0%0.17%
-9.8%
Q3 2020$230,000
+0.9%
4,4210.0%0.18%
-8.5%
Q2 2020$228,000
+3.2%
4,4210.0%0.20%
-9.9%
Q1 2020$221,000
-1.3%
4,4210.0%0.22%
+12.1%
Q4 2019$224,000
-4.3%
4,421
-4.2%
0.20%
-9.5%
Q3 2019$234,000
+1.3%
4,6140.0%0.22%
-11.3%
Q2 2019$231,000
+1.8%
4,6140.0%0.25%0.0%
Q1 2019$227,0000.0%4,614
-2.1%
0.25%
-14.5%
Q4 2018$227,000
-9.9%
4,714
-11.3%
0.29%
+5.8%
Q3 2018$252,000
-1.2%
5,3140.0%0.27%
-8.1%
Q2 2018$255,0000.0%5,3140.0%0.30%
-3.9%
Q1 2018$255,000
-1.9%
5,3140.0%0.31%
-4.0%
Q4 2017$260,0005,3140.32%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Newport Capital Group, LLC 76,431$4,012,0003.46%
Alliance Wealth Management Group 146,912$7,711,0003.04%
RITHOLTZ WEALTH MANAGEMENT 491,786$25,814,0002.47%
Wealthfront Advisers LLC 6,986,059$366,698,0002.20%
FSA Wealth Management LLC 83,670$4,392,0002.20%
Towercrest Capital Management 164,269$8,622,0001.94%
Pacific Edge Advisors, LLC 60,950$3,199,0001.67%
Reby Advisors, LLC 120,821$6,342,0001.66%
New Potomac Partners, LLC 43,275$2,272,0001.64%
CX Institutional 305,994$16,062,0001.55%
View complete list of SPDR SER TR shareholders