Valeo Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 331 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$328,000
+185.2%
6,845
+207.8%
0.02%
+240.0%
Q1 2021$115,000
-0.9%
2,224
+0.3%
0.01%
-16.7%
Q4 2020$116,000
+13.7%
2,218
+13.0%
0.01%
-33.3%
Q3 2020$102,000
+1.0%
1,9630.0%0.01%0.0%
Q2 2020$101,000
+531.2%
1,963
+519.2%
0.01%
+350.0%
Q1 2020$16,000317
+3862.5%
0.00%
Q4 2019$0
-100.0%
8
-98.2%
0.00%
-100.0%
Q3 2018$21,0004560.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
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