PRIVATE TRUST CO NA - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 64 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 6.16 and the average weighting 0.0%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2022$1,000
-66.7%
31
-3.1%
0.00%
-100.0%
Q3 2014$3,0000.0%320.0%0.00%0.0%
Q2 2014$3,0000.0%320.0%0.00%0.0%
Q1 2014$3,0000.0%320.0%0.00%0.0%
Q4 2013$3,000
+50.0%
320.0%0.00%0.0%
Q3 2013$2,000320.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 54,892$2,764,0001.16%
Lionsbridge Wealth Management LLC 23,307$1,173,0001.14%
Wharton Business Group, LLC 84,325$4,246,0000.33%
Robinson Value Management, Ltd. 6,944$350,0000.29%
VISTA INVESTMENT MANAGEMENT 6,742$339,0000.21%
FACTORY MUTUAL INSURANCE CO 210,000$10,574,0000.14%
FIRST CITIZENS BANK & TRUST CO 47,441$2,389,0000.11%
BANK HAPOALIM BM 13,542$682,0000.09%
NWAM LLC 16,328$822,0000.08%
Moloney Securities Asset Management, LLC 7,906$398,0000.08%
View complete list of SPDR SERIES TRUST shareholders