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 ↓
Viewpoint Capital Management LLC 48,377$2,918,1012.82%
Broad Peak Investment Holdings Ltd. 406,399$24,513,9882.39%
Passaic Partners LLC 98,761$5,957,2641.24%
Clarus Wealth Advisors 17,711$1,138,9940.75%
GARRISON POINT ADVISORS, LLC 10,630$641,2020.52%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 33,669$2,057,1870.48%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 90,665$5,539,6630.46%
Windham Capital Management, LLC 19,001$1,146,1400.44%
Gerber Kawasaki Wealth & Investment Management 81,417$4,911,0690.44%
CASTLEARK MANAGEMENT LLC 132,200$7,974,3040.42%
View complete list of SPDR SERIES TRUST shareholders