EVERMAY WEALTH MANAGEMENT LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 271 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.52 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 Q1 2022
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 95,400$8,627,9764.83%
PATTON FUND MANAGEMENT, INC. 153,442$13,877,2954.06%
Gunma Bank,Ltd. 55,000$4,9743.37%
Destiny Capital Corp/CO 27,689$2,504,2181.95%
Smallwood Wealth Investment Management, LLC 10,040$908,0000.81%
DAVIDSON TRUST CO 11,999$1,085,1890.78%
Clientfirst Wealth Management, LLC 6,252$584,6250.70%
Omega Financial Group, LLC 16,378$1,481,2570.68%
Atlas Brown,Inc. 14,098$1,274,9950.56%
RTD Financial Advisors, Inc. 33,032$2,987,3840.43%
View complete list of SPDR SERIES TRUST shareholders