J.P. Morgan Private Wealth Advisors 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
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$255,538
-52.0%
3,081
-47.6%
0.00%
-66.7%
Q2 2023$532,149
-28.7%
5,884
-30.0%
0.00%
+50.0%
Q1 2023$746,729
-2.9%
8,411
-4.7%
0.00%0.0%
Q4 2022$768,924
-10.1%
8,823
-13.0%
0.00%0.0%
Q3 2022$855,000
+7.3%
10,143
+21.0%
0.00%0.0%
Q2 2022$797,000
+26.5%
8,384
+56.2%
0.00%
+100.0%
Q1 2022$630,000
+0.3%
5,369
+4.4%
0.00%0.0%
Q4 2021$628,000
+19.2%
5,144
+2.9%
0.00%0.0%
Q3 2021$527,000
+14.8%
4,998
+14.3%
0.00%0.0%
Q2 2021$459,000
+45.3%
4,373
+31.1%
0.00%0.0%
Q1 2021$316,000
+9.7%
3,336
+0.3%
0.00%0.0%
Q4 2020$288,000
+1.8%
3,325
-8.4%
0.00%0.0%
Q3 2020$283,000
-3.7%
3,629
-3.6%
0.00%0.0%
Q2 2020$294,000
-12.0%
3,766
-18.5%
0.00%
-50.0%
Q1 2020$334,000
-45.8%
4,623
-23.4%
0.00%
-33.3%
Q4 2019$616,000
+3.7%
6,037
+6.2%
0.00%0.0%
Q3 2019$594,000
+17.2%
5,684
+10.8%
0.00%0.0%
Q2 2019$507,000
-0.8%
5,132
-0.6%
0.00%0.0%
Q1 2019$511,000
+15.1%
5,1610.0%0.00%0.0%
Q4 2018$444,000
-5.7%
5,161
+2.1%
0.00%
+50.0%
Q3 2018$471,000
-4.7%
5,056
-3.9%
0.00%
-33.3%
Q2 2018$494,000
+33.5%
5,259
+38.4%
0.00%0.0%
Q3 2016$370,0003,8000.00%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
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