Avantax Planning Partners, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 258 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 17.75 and the average weighting 0.1%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2024$202,638
-1.1%
2,1500.0%0.01%
-12.5%
Q4 2023$204,938
-88.1%
2,150
-89.7%
0.01%
-88.9%
Q3 2023$1,726,230
+293.3%
20,813
+313.3%
0.07%
+323.5%
Q4 2022$438,887
+30.2%
5,036
+75.2%
0.02%
+30.8%
Q1 2022$337,0002,8740.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
PATTON FUND MANAGEMENT, INC. 141,095$13,415,0005.02%
Piedmont Capital Management, LLC 30,181$2,870,0002.95%
Gunma Bank,Ltd. 55,000$5,229,0002.21%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 36,535$3,474,0002.08%
DB Wealth Management Group, LLC 26,531$2,523,0001.72%
Eagle Strategies LLC 37,493$3,565,0001.30%
Smallwood Wealth Investment Management, LLC 10,999$1,046,0001.06%
DAVIDSON TRUST CO 11,999$1,141,0001.02%
Clientfirst Wealth Management, LLC 6,252$594,0000.90%
Atlas Brown,Inc. 16,297$1,550,0000.73%
View complete list of SPDR SERIES TRUST shareholders