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 ↓
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