Carroll Financial Associates, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 212 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 146.32 and the average weighting 0.2%.

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 Q1 2018
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