Evercore Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 219 filers reported holding SPDR SERIES TRUST in Q1 2017. 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 Q1 2017
NameSharesValueWeighting ↓
TIAA CREF TRUST CO FSB/MO 4,754,524$438,747,0003.17%
Stratford Consulting, LLC 73,941$6,823,0002.72%
ALESCO ADVISORS LLC 352,764$32,553,0002.29%
Atlas Brown,Inc. 29,073$2,683,0002.12%
PHILLIPS FINANCIAL MANAGEMENT, LLC 85,961$8,089,0001.96%
Ullmann Wealth Partners Group, LLC 24,656$2,275,0001.88%
TD Capital Management LLC 69,011$6,368,0001.88%
SMITH, MOORE & CO. 52,295$4,826,0001.73%
Lee Financial Co 46,858$4,324,0001.72%
Crestone Asset Management LLC 40,946$3,778,0001.70%
View complete list of SPDR SERIES TRUST shareholders