New Potomac Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 205 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
New Potomac Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,239,551
-53.8%
28,365
-51.2%
0.85%
-51.8%
Q2 2023$2,680,373
-3.0%
58,067
-1.6%
1.77%
-7.7%
Q1 2023$2,762,240
+3.3%
58,997
+0.6%
1.92%
-3.3%
Q4 2022$2,674,792
-10.3%
58,632
-13.5%
1.98%
-21.3%
Q3 2022$2,981,000
+1213.2%
67,762
+1268.9%
2.52%
+1282.4%
Q2 2022$227,000
-92.9%
4,950
-92.6%
0.18%
-91.9%
Q1 2022$3,206,000
+2.5%
66,960
+10.8%
2.26%
+11.3%
Q4 2021$3,128,000
-0.7%
60,460
-1.1%
2.03%
-6.9%
Q3 2021$3,151,000
+24.6%
61,110
+25.9%
2.18%
+26.5%
Q2 2021$2,529,000
+12.4%
48,525
+11.5%
1.72%
+4.1%
Q1 2021$2,249,000
-1.0%
43,525
+0.6%
1.65%
+0.5%
Q4 2020$2,272,000
-0.3%
43,275
-1.4%
1.64%
-9.4%
Q3 2020$2,278,000
+37.9%
43,875
+37.2%
1.81%
+22.9%
Q2 2020$1,652,000
+11.0%
31,975
+7.5%
1.48%
-9.2%
Q1 2020$1,488,000
-1.8%
29,750
-0.7%
1.63%
+15.1%
Q4 2019$1,515,000
-0.2%
29,9500.0%1.41%
-6.9%
Q3 2019$1,518,000
-0.6%
29,950
-1.6%
1.52%
-2.1%
Q2 2019$1,527,000
+0.9%
30,450
-0.8%
1.55%
+1.2%
Q1 2019$1,513,000
-13.8%
30,700
-15.9%
1.53%
-19.0%
Q4 2018$1,756,000
+7.3%
36,500
+6.0%
1.89%
+24.5%
Q3 2018$1,636,000
+0.1%
34,450
+1.2%
1.52%
-4.0%
Q2 2018$1,634,000
-1.0%
34,050
-0.9%
1.58%
-2.5%
Q1 2018$1,650,000
-1.6%
34,350
+0.3%
1.62%
+1.1%
Q4 2017$1,677,00034,2501.60%
Other shareholders
SPDR SER TR shareholders Q4 2017
NameSharesValueWeighting ↓
Wealthcare Advisory Partners LLC 244,744$12,382,0008.72%
NewSquare Capital LLC 534,826$27,057,0006.44%
Prospera Financial Services Inc 391,964$19,829,0004.10%
CAPRIN ASSET MANAGEMENT LLC /ADV 93,460$4,728,0003.76%
Horan Securities, Inc. 33,742$1,697,0002.68%
Hefty Wealth Partners 56,540$2,860,0002.36%
WEALTHFRONT Corp 1,588,654$80,370,0002.22%
BSW Wealth Partners 79,463$4,020,0002.21%
BAILARD, INC. 336,655$17,031,0002.03%
AVALON CAPITAL MANAGEMENT 47,475$2,402,0001.88%
View complete list of SPDR SER TR shareholders