Chesley Taft & Associates LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 238 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.1%.

Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$201,491
-8.4%
2,312
-0.0%
0.01%
-6.7%
Q2 2022$220,000
-18.5%
2,3130.0%0.02%
-6.2%
Q1 2022$270,000
+13.4%
2,313
+18.6%
0.02%
+33.3%
Q4 2021$238,000
+15.5%
1,9500.0%0.01%0.0%
Q3 2021$206,000
+0.5%
1,9500.0%0.01%0.0%
Q2 2021$205,000
+0.5%
1,9500.0%0.01%
-25.0%
Q3 2019$204,0001,9500.02%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
TIAA CREF TRUST CO FSB/MO 4,754,524$438,747,0003.17%
Stratford Consulting, LLC 73,941$6,823,0002.72%
ALESCO ADVISORS LLC 352,764$32,553,0002.29%
Atlas Brown,Inc. 29,073$2,683,0002.12%
PHILLIPS FINANCIAL MANAGEMENT, LLC 85,961$8,089,0001.96%
Ullmann Wealth Partners Group, LLC 24,656$2,275,0001.88%
TD Capital Management LLC 69,011$6,368,0001.88%
SMITH, MOORE & CO. 52,295$4,826,0001.73%
Lee Financial Co 46,858$4,324,0001.72%
Crestone Asset Management LLC 40,946$3,778,0001.70%
View complete list of SPDR SERIES TRUST shareholders