Heritage Wealth Advisors - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 251 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 2.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2023$54,716
+1.9%
6050.0%0.00%0.0%
Q1 2023$53,712
+1.9%
6050.0%0.00%0.0%
Q4 2022$52,726
+3.4%
6050.0%0.00%
-25.0%
Q3 2022$51,000
-12.1%
6050.0%0.00%0.0%
Q2 2022$58,000
-18.3%
6050.0%0.00%0.0%
Q1 2022$71,000
-4.1%
6050.0%0.00%0.0%
Q4 2021$74,000
-99.9%
6050.0%0.00%0.0%
Q3 2021$63,785,000
+0.5%
6050.0%0.00%0.0%
Q2 2021$63,458,000
+10.8%
6050.0%0.00%
+33.3%
Q1 2021$57,275,000
+110044.2%
6050.0%0.00%0.0%
Q4 2020$52,000
-99.9%
6050.0%0.00%
-50.0%
Q3 2020$47,172,000
-0.2%
605
-80.9%
0.01%
-14.3%
Q2 2020$47,255,000
+8.2%
3,167
+423.5%
0.01%
-12.5%
Q1 2020$43,681,000
-29.2%
6050.0%0.01%0.0%
Q4 2019$61,722,000
+97871.4%
6050.0%0.01%
-11.1%
Q3 2019$63,000
-99.9%
6050.0%0.01%0.0%
Q2 2019$59,774,000
-0.1%
6050.0%0.01%
-10.0%
Q1 2019$59,847,000
+114990.4%
6050.0%0.01%0.0%
Q4 2018$52,000
-7.1%
6050.0%0.01%
-9.1%
Q3 2018$56,0006050.01%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
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