Vise Technologies, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 288 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Vise Technologies, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,455,822
+0.7%
33,314
+6.3%
0.36%
+2.3%
Q2 2023$1,446,147
-3.4%
31,329
-2.0%
0.35%
-11.2%
Q1 2023$1,496,929
-4.9%
31,972
-7.3%
0.39%
-20.1%
Q4 2022$1,573,616
+19.7%
34,494
+15.4%
0.49%
-0.4%
Q3 2022$1,315,00029,8860.50%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 192,542$8,288,9376.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3,218,514$140,649,0753.94%
Sterling Financial Group, Inc. 103,210$4,510,2552.83%
Revolve Wealth Partners, LLC 267,640$11,695,8612.69%
Braun-Bostich & Associates Inc. 32,951$1,439,9432.69%
Aquire Wealth Advisors, LLC 125,027$5,463,6802.28%
ROBINSON CAPITAL MANAGEMENT, LLC 107,000$4,644,8702.07%
Goodman Advisory Group, LLC 125,799$5,497,3982.05%
One Capital Management, LLC 824,484$36,029,9501.60%
JFS WEALTH ADVISORS, LLC 371,449$16,232,3331.53%
View complete list of SPDR SER TR shareholders