Evercore Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 78 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.21 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 Q1 2017
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 57,020$2,451,0001.35%
Financial Management Professionals, Inc. 74,145$3,187,0001.10%
Lionsbridge Wealth Management LLC 16,844$723,0000.81%
Wharton Business Group, LLC 120,830$5,193,0000.50%
VISTA INVESTMENT MANAGEMENT 9,077$390,0000.34%
BANK HAPOALIM BM 30,772$1,323,0000.31%
CX Institutional 40,552$1,743,0000.23%
FIRST CITIZENS BANK & TRUST CO 51,285$2,204,0000.18%
Brookstone Capital Management 50,311$2,162,0000.14%
Worth Venture Partners, LLC 4,673$201,0000.10%
View complete list of SPDR SERIES TRUST shareholders