Carroll Financial Associates, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 232 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2021$39,000
+14.7%
3260.0%0.00%0.0%
Q3 2021$34,0000.0%3260.0%0.00%0.0%
Q2 2021$34,000
+13.3%
3260.0%0.00%0.0%
Q1 2021$30,000
+7.1%
3260.0%0.00%0.0%
Q4 2020$28,000
+12.0%
3260.0%0.00%0.0%
Q3 2020$25,000
-26.5%
326
-25.2%
0.00%
-33.3%
Q2 2020$34,000
+9.7%
4360.0%0.00%0.0%
Q1 2020$31,000
-48.3%
436
-26.4%
0.00%
-40.0%
Q4 2019$60,000
+20.0%
592
+22.8%
0.01%
+25.0%
Q3 2019$50,000
+6.4%
4820.0%0.00%0.0%
Q2 2019$47,0000.0%4820.0%0.00%0.0%
Q1 2019$47,000
+14.6%
4820.0%0.00%
-20.0%
Q4 2018$41,000
-6.8%
4820.0%0.01%0.0%
Q3 2018$44,000
-2.2%
4820.0%0.01%0.0%
Q2 2018$45,000
+9.8%
4820.0%0.01%0.0%
Q1 2018$41,000
-8.9%
4820.0%0.01%0.0%
Q4 2017$45,000
+2.3%
4820.0%0.01%0.0%
Q3 2017$44,0000.0%4820.0%0.01%0.0%
Q2 2017$44,0000.0%4820.0%0.01%
-16.7%
Q1 2017$44,0000.0%4820.0%0.01%0.0%
Q4 2016$44,000
-18.5%
482
-13.5%
0.01%
-25.0%
Q3 2016$54,000
-1.8%
5570.0%0.01%
-11.1%
Q2 2016$55,000
+5.8%
5570.0%0.01%
-10.0%
Q1 2016$52,000
+2.0%
5570.0%0.01%
-9.1%
Q4 2015$51,0000.0%5570.0%0.01%0.0%
Q3 2015$51,0005570.01%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
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