XML Financial, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 331 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,558,242
+326.8%
58,541
+350.9%
0.31%
+344.9%
Q2 2023$599,341
-1.4%
12,9840.0%0.07%
-6.8%
Q1 2023$607,911
+51.3%
12,984
+47.5%
0.07%
+48.0%
Q4 2022$401,684
+3.8%
8,8050.0%0.05%
-7.4%
Q3 2022$387,000
-4.2%
8,8050.0%0.05%
-40.7%
Q2 2022$404,0008,8050.09%
Other shareholders
SPDR SER TR shareholders Q2 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