Consilium Wealth Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 291 filers reported holding SPDR SER TR in Q1 2023. 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 Q1 2023
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