Prestige Wealth Management Group 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
Prestige Wealth Management Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,880
-5.3%
430.0%0.00%
Q2 2023$1,985
-1.4%
430.0%0.00%
-100.0%
Q1 2023$2,014
+2.7%
430.0%0.00%0.0%
Q4 2022$1,962
-1.9%
430.0%0.00%0.0%
Q3 2022$2,0000.0%430.0%0.00%0.0%
Q2 2022$2,0000.0%430.0%0.00%
Q1 2022$2,0000.0%430.0%0.00%
Q4 2021$2,0000.0%430.0%0.00%
-100.0%
Q3 2021$2,0000.0%430.0%0.00%0.0%
Q2 2021$2,0000.0%430.0%0.00%0.0%
Q1 2021$2,0000.0%430.0%0.00%0.0%
Q4 2020$2,0000.0%430.0%0.00%0.0%
Q3 2020$2,000430.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Newport Capital Group, LLC 94,507$4,874,0003.76%
Financial Council Asset Management Inc 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