ROOSEVELT INVESTMENT GROUP LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 76 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2018$576,000
-4.3%
17,150
-3.7%
0.05%
-7.1%
Q2 2018$602,000
+14.0%
17,801
+21.5%
0.06%
+12.0%
Q1 2018$528,000
+47.5%
14,652
+44.5%
0.05%
+51.5%
Q4 2017$358,000
+14.4%
10,142
+12.0%
0.03%
+13.8%
Q3 2017$313,000
+4.3%
9,055
+0.3%
0.03%
+3.6%
Q2 2017$300,000
+35.1%
9,027
+27.4%
0.03%
+40.0%
Q1 2017$222,0007,0860.02%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2018
NameSharesValueWeighting ↓
Windsor Capital Management, LLC 88,924$2,922,0001.82%
Checchi Capital Advisers, LLC 196,667$6,462,0001.44%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 142,142$4,671,0000.95%
LifePlan Financial Group, Inc 22,435$737,0000.52%
KWMG, LLC 26,616$875,0000.52%
Rehmann Capital Advisory Group 76,132$2,502,0000.49%
Sutton Wealth Advisors Inc. 12,385$406,9710.39%
Cambria Investment Management, L.P. 15,368$505,0000.23%
Bluefin Trading, LLC 54,363$1,787,0000.18%
Cambridge Advisors Inc. 10,400$342,0000.16%
View complete list of SPDR SERIES TRUST shareholders