Gateway Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 310 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$669,690
-33.5%
15,325
-29.7%
0.12%
-32.8%
Q2 2023$1,006,600
-10.7%
21,807
-9.5%
0.18%
+4.0%
Q1 2023$1,127,629
-15.5%
24,084
-17.7%
0.17%
-24.5%
Q4 2022$1,334,92429,2620.23%
Other shareholders
SPDR SER TR shareholders Q2 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