Jolley Asset Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 78 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
Jolley Asset Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2017$69,000
+3.0%
1,6000.0%0.05%0.0%
Q1 2017$67,000
+6.3%
1,6000.0%0.05%
+6.7%
Q4 2016$63,000
-11.3%
1,6000.0%0.04%
-21.1%
Q3 2016$71,000
+6.0%
1,6000.0%0.06%
+5.6%
Q2 2016$67,000
+4.7%
1,6000.0%0.05%
-6.9%
Q1 2016$64,000
-22.0%
1,6000.0%0.06%
-25.6%
Q4 2015$82,000
+9.3%
1,6000.0%0.08%
+2.6%
Q3 2015$75,000
-25.0%
1,600
+100.0%
0.08%
-16.5%
Q2 2015$100,000
+1.0%
8000.0%0.09%
+11.0%
Q1 2015$99,000
+15.1%
8000.0%0.08%
+15.5%
Q4 2014$86,000
+1.2%
8000.0%0.07%
+2.9%
Q3 2014$85,000
+2.4%
8000.0%0.07%
+13.1%
Q2 2014$83,000
+10.7%
8000.0%0.06%
+8.9%
Q1 2014$75,000
+7.1%
8000.0%0.06%
+1.8%
Q4 2013$70,000
+12.9%
8000.0%0.06%
+5.8%
Q3 2013$62,000
+10.7%
8000.0%0.05%
+15.6%
Q2 2013$56,0008000.04%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2017
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 71,793$2,860,0001.70%
Wharton Business Group, LLC 104,880$4,177,0000.43%
VISTA INVESTMENT MANAGEMENT 12,579$501,0000.42%
PACIFIC SUN FINANCIAL CORP 8,685$346,0000.33%
BANK HAPOALIM BM 27,290$1,087,0000.27%
Worth Venture Partners, LLC 7,011$279,0000.15%
Oliver Luxxe Assets LLC 6,438$252,0000.14%
NWAM LLC 17,004$677,0000.14%
D L CARLSON INVESTMENT GROUP INC 7,210$287,0000.09%
CREDIT SUISSE AG/ 1,173,600$46,744,0000.04%
View complete list of SPDR SERIES TRUST shareholders