MERITAGE PORTFOLIO MANAGEMENT - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 265 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$240,000
+0.8%
4,5750.0%0.02%
-14.3%
Q3 2020$238,000
+0.8%
4,5750.0%0.02%
-8.7%
Q2 2020$236,000
+17.4%
4,575
+13.7%
0.02%
-14.8%
Q1 2020$201,0004,0250.03%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Newport Capital Group, LLC 94,507$4,874,0003.76%
Financial Council Asset Management Inc 41,999$2,166,0003.06%
FSA Wealth Management LLC 82,175$4,238,0002.64%
Alliance Wealth Management Group 155,315$8,010,0002.60%
New Potomac Partners, LLC 61,110$3,151,0002.18%
RITHOLTZ WEALTH MANAGEMENT 550,054$28,366,0001.97%
Pacific Edge Advisors, LLC 74,350$3,834,0001.86%
Wealthfront Advisers LLC 7,574,355$390,610,0001.81%
Towercrest Capital Management 182,604$9,417,0001.78%
McAdam, LLC 248,884$12,835,0001.43%
View complete list of SPDR SER TR shareholders