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

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 218 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.83 and the average weighting 0.1%.

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 Q1 2020
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 95,400$8,627,9764.83%
PATTON FUND MANAGEMENT, INC. 153,442$13,877,2954.06%
Gunma Bank,Ltd. 55,000$4,9743.37%
Destiny Capital Corp/CO 27,689$2,504,2181.95%
Smallwood Wealth Investment Management, LLC 10,040$908,0000.81%
DAVIDSON TRUST CO 11,999$1,085,1890.78%
Clientfirst Wealth Management, LLC 6,252$584,6250.70%
Omega Financial Group, LLC 16,378$1,481,2570.68%
Atlas Brown,Inc. 14,098$1,274,9950.56%
RTD Financial Advisors, Inc. 33,032$2,987,3840.43%
View complete list of SPDR SERIES TRUST shareholders