Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
RITHOLTZ WEALTH MANAGEMENT 571,216$28,955,0004.70%
Private Wealth Group, LLC 82,922$4,203,0003.76%
Alliance Wealth Management Group 146,920$7,447,0003.58%
Financial Engines Advisors L.L.C. 11,280,775$578,736,0003.11%
Wealthfront Advisers LLC 5,599,692$283,848,0002.38%
BSW Wealth Partners 121,855$6,177,0002.38%
Towercrest Capital Management 146,920$7,447,0002.06%
NICOLET ADVISORY SERVICES, LLC 264,774$13,421,0002.04%
NewSquare Capital LLC 219,365$11,120,0002.02%
CX Institutional 218,500$11,076,0001.79%
View complete list of SPDR SER TR shareholders