Family Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 304 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Family Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$326,091
-61.7%
7,462
-59.5%
0.24%
-58.1%
Q2 2023$851,329
+51.4%
18,443
+53.6%
0.58%
+39.9%
Q1 2023$562,215
-10.4%
12,008
-12.7%
0.41%
-21.1%
Q4 2022$627,59413,7570.52%
Other shareholders
SPDR SER TR shareholders Q2 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