SVB WEALTH LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 220 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 170.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2023$280,190
+1.9%
3,1560.0%0.00%0.0%
Q4 2022$275,045
-50.1%
3,156
-51.7%
0.00%
-50.0%
Q3 2022$551,000
-11.3%
6,5360.0%0.01%
-20.0%
Q2 2022$621,000
-25.0%
6,536
-7.4%
0.01%
-9.1%
Q1 2022$828,000
+22.7%
7,056
+27.7%
0.01%0.0%
Q4 2021$675,000
+92.3%
5,526
+66.2%
0.01%
+120.0%
Q3 2021$351,000
+0.6%
3,3250.0%0.01%
+25.0%
Q2 2021$349,000
+3.3%
3,325
-6.9%
0.00%
-20.0%
Q1 2021$338,000
+0.9%
3,570
-7.6%
0.01%0.0%
Q4 2020$335,000
+10.9%
3,862
-0.3%
0.01%0.0%
Q3 2020$302,0000.0%3,8720.0%0.01%
-16.7%
Q2 2020$302,000
-2.6%
3,872
+27.5%
0.01%0.0%
Q4 2019$310,0000.0%3,036
+2.4%
0.01%0.0%
Q3 2019$310,000
+5.8%
2,9650.0%0.01%
-40.0%
Q2 2019$293,0002,9650.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
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