Beacon Harbor Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 265 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beacon Harbor Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$201,000
-4.7%
3,889
-6.8%
0.12%
-7.2%
Q4 2019$211,000
-0.5%
4,1720.0%0.12%
-8.1%
Q3 2019$212,000
-1.9%
4,172
-3.2%
0.14%
-31.3%
Q2 2019$216,0004,3120.20%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Newport Capital Group, LLC 76,431$4,012,0003.46%
Alliance Wealth Management Group 146,912$7,711,0003.04%
RITHOLTZ WEALTH MANAGEMENT 491,786$25,814,0002.47%
Wealthfront Advisers LLC 6,986,059$366,698,0002.20%
FSA Wealth Management LLC 83,670$4,392,0002.20%
Towercrest Capital Management 164,269$8,622,0001.94%
Pacific Edge Advisors, LLC 60,950$3,199,0001.67%
Reby Advisors, LLC 120,821$6,342,0001.66%
New Potomac Partners, LLC 43,275$2,272,0001.64%
CX Institutional 305,994$16,062,0001.55%
View complete list of SPDR SER TR shareholders