Carroll Financial Associates, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is JNKXXXX and the CUSIP is 78464A417. A total of 475 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 3.14 and the average weighting 0.5%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2019$18,000
+5.9%
526
+1.2%
0.00%0.0%
Q4 2018$17,000
-5.6%
5200.0%0.00%0.0%
Q3 2018$18,0000.0%5200.0%0.00%0.0%
Q2 2018$18,000
+5.9%
520
+5.7%
0.00%0.0%
Q1 2018$17,000
-5.6%
4920.0%0.00%0.0%
Q4 2017$18,000
-10.0%
492
-10.1%
0.00%0.0%
Q3 2017$20,000
+11.1%
547
+11.2%
0.00%0.0%
Q2 2017$18,0000.0%4920.0%0.00%0.0%
Q1 2017$18,000
-5.3%
492
-7.0%
0.00%
-33.3%
Q4 2016$19,000
+5.6%
529
+7.5%
0.00%0.0%
Q3 2016$18,000
-40.0%
492
-42.5%
0.00%
-40.0%
Q2 2016$30,000
+3.4%
8560.0%0.01%0.0%
Q1 2016$29,000
+141.7%
856
+135.2%
0.01%
+150.0%
Q4 2015$12,000
-57.1%
364
-53.0%
0.00%
-66.7%
Q3 2015$28,000
+100.0%
774
+112.6%
0.01%
+100.0%
Q2 2015$14,000
+75.0%
364
+82.0%
0.00%
-25.0%
Q1 2015$8,0000.0%2000.0%0.00%
-20.0%
Q4 2014$8,000
-66.7%
200
-67.6%
0.01%
-28.6%
Q3 2014$24,000
+41.2%
618
+47.8%
0.01%
+40.0%
Q2 2014$17,000
+750.0%
418
+674.1%
0.01%
+400.0%
Q1 2014$2,00054
+5300.0%
0.00%
Q3 2013$010.00%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2018
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 7,570,000$269,946,00022.21%
Private Ocean, LLC 550,525$19,632,00014.49%
Berkshire Money Management, Inc. 1,039,337$40,129,00012.31%
Nan Shan Life Insurance Co., Ltd. 4,469,967$159,399,0008.80%
MILES CAPITAL, INC. 320,749$11,438,0008.22%
DT Investment Partners, LLC 706,079$25,179,0007.80%
Windsor Capital Management, LLC 314,136$11,202,0006.60%
Bernicke Wealth Management, Ltd. 168,852$6,021,0006.13%
IRON Financial LLC 227,861$8,126,0005.41%
Baystate Wealth Management LLC 539,594$19,242,0005.02%
View complete list of SPDR SERIES TRUST shareholders