Invst, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 175 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Invst, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,958,783
-1.0%
67,707
+4.5%
0.43%
-0.9%
Q2 2023$2,989,890
+0.6%
64,772
+0.9%
0.43%
-6.1%
Q1 2023$2,972,903
-6.1%
64,168
-4.5%
0.46%
-6.5%
Q4 2022$3,164,950
-6.8%
67,168
-12.5%
0.49%
-15.5%
Q3 2022$3,397,000
-8.4%
76,727
-2.8%
0.58%
+1.4%
Q2 2022$3,708,000
+4.6%
78,970
+1.4%
0.57%
-1.5%
Q1 2022$3,544,000
-3.4%
77,866
+5.4%
0.58%
+1.6%
Q4 2021$3,670,000
+9.9%
73,853
+14.1%
0.57%
+8.7%
Q3 2021$3,338,000
+3.2%
64,720
+4.9%
0.53%
-0.4%
Q2 2021$3,233,000
+4.8%
61,688
+3.9%
0.53%
-0.7%
Q1 2021$3,086,000
+2.8%
59,353
+3.8%
0.53%
-2.0%
Q4 2020$3,002,000
+4.0%
57,194
+2.7%
0.54%
-18.9%
Q3 2020$2,887,000
+17.8%
55,709
+8.9%
0.67%
-57.3%
Q1 2018$2,451,000
-1.9%
51,163
+0.3%
1.58%
-14.3%
Q4 2017$2,499,000
+9.7%
51,028
+9.6%
1.84%
-7.8%
Q3 2017$2,278,000
+33.2%
46,572
+30.5%
1.99%
-18.1%
Q2 2017$1,710,00035,6932.43%
Other shareholders
SPDR SER TR shareholders Q3 2017
NameSharesValueWeighting ↓
Goodman Advisory Group, LLC 183,973$8,3934.88%
BAILARD, INC. 1,941,326$88,563,2923.37%
Aquire Wealth Advisors, LLC 140,523$6,410,6593.19%
Revolve Wealth Partners, LLC 234,287$10,688,1543.06%
One Wealth Advisors, LLC 269,593$12,298,8332.81%
ONE Advisory Partners, LLC 92,688$4,228,4272.70%
Wealthfront Advisers LLC 11,806,214$538,599,4832.61%
Alliance Wealth Management Group 124,336$5,672,2082.07%
New Potomac Partners, LLC 58,632$2,674,7921.98%
Wealth CMT 79,200$3,6131.92%
View complete list of SPDR SER TR shareholders