Global Wealth Management Investment Advisory, Inc. - 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
Global Wealth Management Investment Advisory, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$139,359
-5.3%
3,1890.0%0.04%
-2.5%
Q2 2023$147,204
+7.4%
3,189
+6.7%
0.04%
-13.0%
Q2 2022$137,000
-1.4%
2,990
+3.1%
0.05%
+12.2%
Q1 2022$139,000
-4.8%
2,899
+2.5%
0.04%
-6.8%
Q4 2021$146,0000.0%2,8280.0%0.04%
-4.3%
Q3 2021$146,000
+4.3%
2,828
+5.0%
0.05%
-2.1%
Q2 2021$140,000
+0.7%
2,6930.0%0.05%
-6.0%
Q1 2021$139,000
+85.3%
2,693
+88.8%
0.05%
+72.4%
Q4 2020$75,000
+1.4%
1,4260.0%0.03%
-9.4%
Q3 2020$74,0001,4260.03%
Other shareholders
SPDR SER TR shareholders Q1 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