ROCKY MOUNTAIN ADVISERS, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 121 filers reported holding SPDR SERIES TRUST in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$10,117
-10.0%
2600.0%0.01%
-16.7%
Q2 2023$11,237
+102054.5%
2600.0%0.01%0.0%
Q1 2023$110.0%2600.0%0.01%0.0%
Q4 2022$11
-99.9%
2600.0%0.01%
-53.8%
Q3 2022$10,000
-16.7%
2600.0%0.01%
-13.3%
Q2 2022$12,000
-14.3%
2600.0%0.02%
-6.2%
Q1 2022$14,0000.0%2600.0%0.02%0.0%
Q4 2021$14,0000.0%2600.0%0.02%
-5.9%
Q3 2021$14,000
-6.7%
2600.0%0.02%
-10.5%
Q2 2021$15,000
+7.1%
2600.0%0.02%
-5.0%
Q1 2021$14,000
-6.7%
2600.0%0.02%
-20.0%
Q4 2020$15,000
+7.1%
2600.0%0.02%
-7.4%
Q3 2020$14,0000.0%2600.0%0.03%
-22.9%
Q2 2020$14,000
+7.7%
2600.0%0.04%
-2.8%
Q1 2020$13,000
-7.1%
2600.0%0.04%
-20.0%
Q4 2019$14,0000.0%2600.0%0.04%
-4.3%
Q3 2019$14,0000.0%2600.0%0.05%
-2.1%
Q2 2019$14,0000.0%2600.0%0.05%
-4.0%
Q1 2019$14,0000.0%2600.0%0.05%
-7.4%
Q4 2018$14,0000.0%2600.0%0.05%
+12.5%
Q3 2018$14,0000.0%2600.0%0.05%
-7.7%
Q2 2018$14,000
-6.7%
2600.0%0.05%
-11.9%
Q1 2018$15,0000.0%2600.0%0.06%0.0%
Q4 2017$15,0000.0%2600.0%0.06%
-7.8%
Q3 2017$15,000
+7.1%
2600.0%0.06%
-4.5%
Q2 2017$14,0000.0%2600.0%0.07%
+3.1%
Q1 2017$14,0000.0%2600.0%0.06%
-7.1%
Q4 2016$14,000
-6.7%
2600.0%0.07%
-10.3%
Q3 2016$15,000
+7.1%
2600.0%0.08%
+5.4%
Q2 2016$14,0000.0%2600.0%0.07%
-3.9%
Q1 2016$14,000
+7.7%
2600.0%0.08%
+1.3%
Q4 2015$13,000
-7.1%
2600.0%0.08%
-7.3%
Q3 2015$14,0000.0%2600.0%0.08%
-6.8%
Q2 2015$14,0000.0%2600.0%0.09%
-5.4%
Q1 2015$14,000
-6.7%
2600.0%0.09%
-8.8%
Q4 2014$15,0000.0%2600.0%0.10%
-12.1%
Q3 2014$15,000
-6.2%
2600.0%0.12%
-7.9%
Q2 2014$16,0000.0%2600.0%0.13%
-1.6%
Q1 2014$16,000
+6.7%
2600.0%0.13%
-13.5%
Q4 2013$15,0002600.15%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2014
NameSharesValueWeighting ↓
LBJ Family Wealth Advisors, Ltd. 221,489$9,1256.81%
Upper Left Wealth Management, LLC 98,333$4,051,3204.79%
Windham Capital Management, LLC 227,484$9,372,3523.60%
Forefront Analytics, LLC 139,953$5,765,9913.07%
Sterling Manor Financial, LLC 33,550$1,382,2531.54%
Family Firm, Inc. 107,081$4,411,7191.29%
GenTrust, LLC 266,970$10,999,1640.98%
NewSquare Capital LLC 169,210$6,971,4520.87%
RPg Family Wealth Advisory, LLC 25,185$1,037,6010.71%
Empirical Asset Management, LLC 15,849$652,9890.69%
View complete list of SPDR SERIES TRUST shareholders