Plante Moran Financial Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 175 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 1.60 and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2019$39,000
-22.0%
848
-25.1%
0.01%
-6.7%
Q3 2019$50,000
+6.4%
1,1320.0%0.02%
+7.1%
Q2 2019$47,000
+6.8%
1,1320.0%0.01%0.0%
Q1 2019$44,000
+18.9%
1,1320.0%0.01%
+7.7%
Q4 2018$37,000
-15.9%
1,1320.0%0.01%
-7.1%
Q3 2018$44,000
-2.2%
1,1320.0%0.01%
-39.1%
Q2 2018$45,000
-2.2%
1,1320.0%0.02%
-8.0%
Q1 2018$46,000
-8.0%
1,1320.0%0.02%
-10.7%
Q4 2017$50,000
+11.1%
1,1320.0%0.03%
+3.7%
Q3 2017$45,000
+2.3%
1,1320.0%0.03%
-3.6%
Q2 2017$44,000
+4.8%
1,1320.0%0.03%
+12.0%
Q1 2017$42,000
+10.5%
1,1320.0%0.02%
+4.2%
Q4 2016$38,0000.0%1,1320.0%0.02%
-7.7%
Q3 2016$38,0000.0%1,1320.0%0.03%
-7.1%
Q2 2016$38,0000.0%1,1320.0%0.03%
-3.4%
Q1 2016$38,000
-2.6%
1,132
+0.2%
0.03%0.0%
Q4 2015$39,0001,1300.03%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2017
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