Evercore Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 79 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 7.80 and the average weighting 0.1%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2017$72,000
+2.9%
1,6500.0%0.00%0.0%
Q3 2017$70,000
-23.1%
1,650
-21.8%
0.00%
-25.0%
Q2 2017$91,000
-43.1%
2,110
-45.0%
0.00%
-33.3%
Q1 2017$160,000
+6.7%
3,8350.0%0.01%0.0%
Q4 2016$150,0003,8350.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2016
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 67,819$3,293,0002.05%
VISTA INVESTMENT MANAGEMENT 18,009$875,0000.77%
Jackson Financial Management 19,492$947,0000.75%
Biltmore Family Office, LLC 23,415$1,137,0000.54%
Wharton Business Group, LLC 106,340$5,164,0000.51%
Brookstone Capital Management 53,552$2,600,0000.20%
BANK HAPOALIM BM 13,415$651,0000.16%
Oliver Luxxe Assets LLC 5,227$240,0000.14%
MEITAV INVESTMENT HOUSE LTD 50,107$2,426,0000.12%
HighTower Advisors, LLC 327,271$15,894,0000.12%
View complete list of SPDR SERIES TRUST shareholders