Institute for Wealth Management, LLC. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 148 filers reported holding SPDR SERIES TRUST in Q2 2013. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2019$25,000
+150.0%
246
+90.7%
0.01%
-40.0%
Q3 2014$10,000
-9.1%
1290.0%0.01%0.0%
Q2 2014$11,000
+10.0%
1290.0%0.01%
+11.1%
Q1 2014$10,000
+11.1%
1290.0%0.01%
+50.0%
Q4 2013$9,000
-18.2%
129
-16.2%
0.01%
-25.0%
Q3 2013$11,000
-71.1%
154
-69.1%
0.01%
-74.2%
Q2 2013$38,0004990.03%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2013
NameSharesValueWeighting ↓
PATTON FUND MANAGEMENT, INC. 156,495$12,979,6963.52%
Gunma Bank,Ltd. 55,000$4,5623.32%
DESTINY CAPITAL SECURITIES CORPORATION 24,858$2,061,7421.67%
Smallwood Wealth Investment Management, LLC 10,191$845,2410.77%
DAVIDSON TRUST CO 11,999$995,1970.74%
Omega Financial Group, LLC 16,006$1,327,5480.65%
Clientfirst Wealth Management, LLC 6,252$518,0410.63%
Atlas Brown,Inc. 13,439$1,114,6060.51%
Falcon Wealth Planning 25,875$2,146,1060.46%
RTD Financial Advisors, Inc. 32,988$2,735,9980.42%
View complete list of SPDR SERIES TRUST shareholders