Evercore Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 226 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2017$102,000
+2.0%
1,0870.0%0.00%0.0%
Q3 2017$100,000
-1.0%
1,0870.0%0.00%0.0%
Q2 2017$101,000
+1.0%
1,0870.0%0.00%0.0%
Q1 2017$100,000
+8.7%
1,087
+11.0%
0.00%0.0%
Q4 2016$92,000
-12.4%
979
-8.8%
0.00%0.0%
Q3 2016$105,000
+25.0%
1,073
+27.1%
0.00%0.0%
Q2 2016$84,000
+5.0%
8440.0%0.00%0.0%
Q1 2016$80,000
+3.9%
8440.0%0.00%0.0%
Q4 2015$77,000
+1.3%
844
-5.7%
0.00%0.0%
Q3 2015$76,000
+7.0%
895
+6.0%
0.00%
+33.3%
Q2 2015$71,000
-11.2%
8440.0%0.00%
-25.0%
Q1 2015$80,000
+370.6%
844
+251.7%
0.00%
+300.0%
Q1 2014$17,000
+325.0%
240
+300.0%
0.00%
Q4 2013$4,000600.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2016
NameSharesValueWeighting ↓
PATTON FUND MANAGEMENT, INC. 141,095$13,415,0005.02%
Piedmont Capital Management, LLC 30,181$2,870,0002.95%
Gunma Bank,Ltd. 55,000$5,229,0002.21%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 36,535$3,474,0002.08%
DB Wealth Management Group, LLC 26,531$2,523,0001.72%
Eagle Strategies LLC 37,493$3,565,0001.30%
Smallwood Wealth Investment Management, LLC 10,999$1,046,0001.06%
DAVIDSON TRUST CO 11,999$1,141,0001.02%
Clientfirst Wealth Management, LLC 6,252$594,0000.90%
Atlas Brown,Inc. 16,297$1,550,0000.73%
View complete list of SPDR SERIES TRUST shareholders