J.P. Morgan Private Wealth Advisors LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 138 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 1.30 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$322,436
-28.8%
4,211
-25.3%
0.00%
-50.0%
Q2 2023$452,892
+5.4%
5,640
-11.1%
0.00%
+100.0%
Q1 2023$429,802
+37.6%
6,343
+22.5%
0.00%0.0%
Q4 2022$312,397
+18.3%
5,179
+7.4%
0.00%0.0%
Q3 2022$264,000
+1.9%
4,821
+2.0%
0.00%0.0%
Q2 2022$259,000
-25.4%
4,726
-13.8%
0.00%0.0%
Q1 2022$347,000
-40.4%
5,485
-19.2%
0.00%0.0%
Q4 2021$582,000
+7.8%
6,785
-9.8%
0.00%0.0%
Q3 2021$540,000
+37.1%
7,521
+39.7%
0.00%0.0%
Q2 2021$394,000
+18.3%
5,383
+13.7%
0.00%0.0%
Q1 2021$333,000
+11.0%
4,733
-9.2%
0.00%0.0%
Q4 2020$300,000
+28.2%
5,210
+20.1%
0.00%0.0%
Q3 2020$234,000
+9.3%
4,339
-39.5%
0.00%0.0%
Q1 2020$214,000
-15.7%
7,174
+28.4%
0.00%0.0%
Q4 2019$254,000
+4.1%
5,588
+0.8%
0.00%0.0%
Q3 2019$244,000
-11.6%
5,542
-16.2%
0.00%
-50.0%
Q2 2019$276,000
-68.0%
6,611
-70.4%
0.00%
-50.0%
Q1 2019$862,000
+162.0%
22,367
+121.4%
0.00%
+100.0%
Q4 2018$329,000
+36.5%
10,103
+61.1%
0.00%
+100.0%
Q3 2018$241,000
+7.6%
6,270
+11.1%
0.00%0.0%
Q2 2018$224,000
-0.9%
5,642
+2.0%
0.00%
-50.0%
Q1 2018$226,000
-4.2%
5,533
+3.8%
0.00%0.0%
Q4 2017$236,000
+1.3%
5,329
-22.4%
0.00%0.0%
Q3 2016$233,000
-21.5%
6,863
-22.7%
0.00%
-33.3%
Q2 2016$297,000
+45.6%
8,876
+59.0%
0.00%
+50.0%
Q2 2015$204,000
+1.0%
5,581
+1.8%
0.00%0.0%
Q1 2015$202,000
-1.0%
5,481
-8.2%
0.00%0.0%
Q4 2014$204,000
-76.6%
5,972
-77.7%
0.00%
-87.5%
Q1 2014$872,000
-2.0%
26,797
+0.3%
0.02%
-11.1%
Q4 2013$890,000
-54.0%
26,726
-57.7%
0.02%
-59.1%
Q3 2013$1,933,000
+2.1%
63,157
-1.9%
0.04%
-6.4%
Q2 2013$1,893,00064,3600.05%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2018
NameSharesValueWeighting ↓
Marks Wealth, LLC 443,654$38,057,00011.89%
Wealth Enhancement & Preservation of GA, LLC 187,271$16,064,00010.83%
CMC Financial Group 182,529$15,657,0008.44%
VISTA FINANCE, LLC 85,362$7,322,0007.56%
Opal Wealth Advisors, LLC 124,307$10,663,0006.74%
Braun-Bostich & Associates Inc. 319,107$24,230,0005.78%
AFFINITY WEALTH MANAGEMENT LLC 319,107$24,230,0005.00%
Main Management ETF Advisors, LLC 633,100$54,307,0004.77%
360 Financial, Inc. 118,132$10,133,0004.62%
Cavalier Investments, LLC 154,162$13,224,0003.43%
View complete list of SPDR SERIES TRUST shareholders