Advisor OS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 339 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,506,384
+0.5%
80,238
+6.1%
0.53%
-7.9%
Q2 2023$3,489,633
+173.8%
75,599
+177.7%
0.57%
+86.6%
Q1 2023$1,274,470
+6.3%
27,221
+3.6%
0.31%
-3.8%
Q4 2022$1,198,831
+7.9%
26,279
+4.0%
0.32%
-5.1%
Q3 2022$1,111,000
+105.0%
25,275
+113.9%
0.34%
+112.0%
Q2 2022$542,000
-68.8%
11,817
-67.4%
0.16%
-68.6%
Q1 2022$1,737,000
-6.8%
36,284
+0.7%
0.50%
+32.4%
Q4 2021$1,864,000
-4.2%
36,029
-4.5%
0.38%
-10.2%
Q3 2021$1,945,000
-46.8%
37,724
-46.3%
0.42%
-44.3%
Q2 2021$3,658,000
+5.7%
70,190
+4.8%
0.76%
-3.3%
Q1 2021$3,461,000
+314.0%
67,006
+314.0%
0.78%
+57.6%
Q2 2020$836,00016,1860.50%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Goodman Advisory Group, LLC 183,973$8,3934.88%
BAILARD, INC. 1,941,326$88,563,2923.37%
Aquire Wealth Advisors, LLC 140,523$6,410,6593.19%
Revolve Wealth Partners, LLC 234,287$10,688,1543.06%
One Wealth Advisors, LLC 269,593$12,298,8332.81%
ONE Advisory Partners, LLC 92,688$4,228,4272.70%
Wealthfront Advisers LLC 11,806,214$538,599,4832.61%
Alliance Wealth Management Group 124,336$5,672,2082.07%
New Potomac Partners, LLC 58,632$2,674,7921.98%
Wealth CMT 79,200$3,6131.92%
View complete list of SPDR SER TR shareholders