WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 231 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.1%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$760,474
+44.0%
9,169
+57.1%
0.00%
-50.0%
Q2 2023$527,958
-74.5%
5,838
-75.0%
0.01%
-75.0%
Q1 2023$2,069,250
-2.2%
23,308
+4.4%
0.02%
-11.1%
Q4 2022$2,114,965
+5.6%
22,322
-9.3%
0.03%
-6.9%
Q3 2022$2,003,000
-14.1%
24,616
+1.1%
0.03%
-12.1%
Q2 2022$2,332,000
-13.2%
24,350
+7.2%
0.03%
-8.3%
Q1 2022$2,687,000
+4.0%
22,705
-0.2%
0.04%
-2.7%
Q4 2021$2,583,000
-2.8%
22,750
-2.2%
0.04%
-5.1%
Q3 2021$2,658,000
+211.6%
23,258
+198.0%
0.04%
+178.6%
Q2 2021$853,0007,8060.01%
Other shareholders
SPDR SERIES TRUST shareholders Q2 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