Icon Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 298 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
Icon Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$367,284
-0.5%
7,9430.0%0.03%
-2.9%
Q1 2024$369,191
-1.1%
7,9430.0%0.03%
-12.8%
Q4 2023$373,321
+15.7%
7,943
+12.3%
0.04%
+5.4%
Q4 2022$322,762
+103682.0%
7,0750.0%0.04%
-2.6%
Q3 2022$3117,0750.04%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Logan Stone Capital, LLC 136,185$7,045,0007.02%
Aquire Wealth Advisors, LLC 176,937$9,153,0004.79%
Revolve Wealth Partners, LLC 253,258$13,101,0003.77%
Newport Capital Group, LLC 91,574$4,740,0003.51%
Wealthfront Advisers LLC 12,395,847$641,237,0002.71%
Financial Council, LLC 41,813$2,163,0002.58%
Alliance Wealth Management Group 155,769$8,058,0002.50%
FSA Wealth Management LLC 75,332$3,897,0002.27%
New Potomac Partners, LLC 60,460$3,128,0002.03%
Towercrest Capital Management 182,845$9,459,0001.73%
View complete list of SPDR SER TR shareholders