Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$132,193
+2191.0%
3,025
+2320.0%
0.00%
Q2 2023$5,770
-4.5%
125
-3.1%
0.00%
Q1 2023$6,040
+5.9%
129
+3.2%
0.00%
Q4 2022$5,703
+14.1%
1250.0%0.00%
Q3 2022$5,000
-54.5%
125
-49.4%
0.00%
Q2 2022$11,000
+83.3%
247
+97.6%
0.00%
Q1 2022$6,000
+50.0%
125
+78.6%
0.00%
Q4 2021$4,000
-42.9%
70
-46.6%
0.00%
Q3 2021$7,000
-63.2%
131
-65.0%
0.00%
Q2 2021$19,000
-99.9%
374
-22.7%
0.00%
Q1 2021$25,004,000
+192238.5%
484
+99.2%
0.00%
Q4 2020$13,0000.0%243
+0.8%
0.00%
Q3 2020$13,000
+8.3%
241
+0.4%
0.00%
Q2 2020$12,000
+9.1%
240
+0.4%
0.00%
Q1 2020$11,000
-8.3%
239
+0.4%
0.00%
Q4 2019$12,000
+1100.0%
238
+720.7%
0.00%
Q3 2018$1,000
-66.7%
29
-56.1%
0.00%
Q2 2018$3,000
+50.0%
66
+11.9%
0.00%
Q1 2018$2,000
-97.8%
59
-96.9%
0.00%
-100.0%
Q4 2017$92,0001,8920.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Newport Capital Group, LLC 94,507$4,874,0003.76%
Financial Council, LLC 41,999$2,166,0003.06%
FSA Wealth Management LLC 82,175$4,238,0002.64%
Alliance Wealth Management Group 155,315$8,010,0002.60%
New Potomac Partners, LLC 61,110$3,151,0002.18%
RITHOLTZ WEALTH MANAGEMENT 550,054$28,366,0001.97%
Pacific Edge Advisors, LLC 74,350$3,834,0001.86%
Wealthfront Advisers LLC 7,574,355$390,610,0001.81%
Towercrest Capital Management 182,604$9,417,0001.78%
McAdam, LLC 248,884$12,835,0001.43%
View complete list of SPDR SER TR shareholders