Evercore Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 78 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2017$101,000
+1.0%
1,7500.0%0.00%0.0%
Q3 2017$100,000
+3.1%
1,7500.0%0.00%0.0%
Q2 2017$97,000
+1.0%
1,7500.0%0.00%0.0%
Q1 2017$96,000
+5.5%
1,7500.0%0.00%0.0%
Q4 2016$91,000
-9.0%
1,7500.0%0.00%0.0%
Q3 2016$100,000
+4.2%
1,7500.0%0.00%0.0%
Q2 2016$96,000
+1.1%
1,7500.0%0.00%0.0%
Q1 2016$95,000
-46.0%
1,750
-50.0%
0.00%
-50.0%
Q4 2015$176,000
-8.3%
3,500
-5.3%
0.01%
-11.1%
Q3 2015$192,0000.0%3,694
+5.5%
0.01%0.0%
Q2 2015$192,000
-49.7%
3,500
-50.0%
0.01%
-50.0%
Q1 2015$382,000
-7.1%
7,0000.0%0.02%
-14.3%
Q3 2014$411,000
-5.3%
7,0000.0%0.02%
-4.5%
Q2 2014$434,000
+3.1%
7,0000.0%0.02%
-8.3%
Q1 2014$421,000
-0.5%
7,000
-3.3%
0.02%
+4.3%
Q4 2013$423,000
-1.9%
7,2400.0%0.02%
-8.0%
Q3 2013$431,000
+3.4%
7,2400.0%0.02%
+4.2%
Q2 2013$417,0007,2400.02%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2017
NameSharesValueWeighting ↓
FIRST QUADRANT LLC/CA 22,516$1,215,0006.74%
LBJ Family Wealth Advisors, Ltd. 201,804$10,518,0006.74%
Upper Left Wealth Management, LLC 88,096$4,703,0004.87%
Forefront Analytics, LLC 188,769$10,197,0003.79%
GenTrust, LLC 464,847$25,088,0001.92%
Sterling Manor Financial, LLC 44,485$2,401,0001.92%
Family Firm, Inc. 90,344$4,876,0001.28%
Empirical Asset Management, LLC 17,422$940,0000.89%
HoyleCohen, LLC 149,680$8,078,0000.69%
RPg Family Wealth Advisory, LLC 27,430$1,480,397,0000.63%
View complete list of SPDR SERIES TRUST shareholders