Consilium Wealth Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 309 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Consilium Wealth Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$895,293
+255.3%
19,625
+257.2%
0.76%
+181.5%
Q2 2022$252,000
-4.9%
5,494
-0.8%
0.27%
+42.6%
Q1 2022$265,000
-8.3%
5,538
-0.8%
0.19%
+1.6%
Q4 2021$289,0005,5830.19%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Wealthcare Advisory Partners LLC 273,480$13,316,0006.47%
RITHOLTZ WEALTH MANAGEMENT 215,610$10,498,0004.41%
WEALTHFRONT Corp 5,366,547$261,297,0003.92%
Alliance Wealth Management Group 96,374$4,693,0002.63%
Invst, LLC 35,693$1,710,0002.43%
BAILARD, INC. 527,680$25,693,0002.09%
Hefty Wealth Partners 59,127$2,878,0001.97%
Betterment LLC 3,858,732$187,882,0001.96%
Horan Securities, Inc. 35,631$1,733,0001.85%
SRS Capital Advisors, Inc. 72,115$3,502,0001.68%
View complete list of SPDR SER TR shareholders