EVERMAY WEALTH MANAGEMENT LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 272 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$49,847
-8.3%
6010.0%0.01%0.0%
Q2 2023$54,355
+1.9%
6010.0%0.01%
-9.1%
Q1 2023$53,357
-18.3%
601
-19.8%
0.01%
-15.4%
Q4 2022$65,275
-2.6%
749
-6.3%
0.01%0.0%
Q3 2022$67,000
-11.8%
7990.0%0.01%
-13.3%
Q2 2022$76,000
-19.1%
7990.0%0.02%
-6.2%
Q1 2022$94,000
+3033.3%
799
+3531.8%
0.02%
+1500.0%
Q4 2021$3,000
-98.7%
22
-99.3%
0.00%
-98.6%
Q1 2020$227,000
-29.1%
3,1410.0%0.07%
-12.7%
Q4 2019$320,000
-2.4%
3,1410.0%0.08%
-11.2%
Q3 2019$328,0003,1410.09%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
PATTON FUND MANAGEMENT, INC. 156,495$12,979,6963.52%
Gunma Bank,Ltd. 55,000$4,5623.32%
DESTINY CAPITAL SECURITIES CORPORATION 24,858$2,061,7421.67%
Smallwood Wealth Investment Management, LLC 10,191$845,2410.77%
DAVIDSON TRUST CO 11,999$995,1970.74%
Omega Financial Group, LLC 16,006$1,327,5480.65%
Clientfirst Wealth Management, LLC 6,252$518,0410.63%
Atlas Brown,Inc. 13,439$1,114,6060.51%
Falcon Wealth Planning 25,875$2,146,1060.46%
RTD Financial Advisors, Inc. 32,988$2,735,9980.42%
View complete list of SPDR SERIES TRUST shareholders