WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 271 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.2%.

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 Q1 2022
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 95,400$8,627,9764.83%
PATTON FUND MANAGEMENT, INC. 153,442$13,877,2954.06%
Gunma Bank,Ltd. 55,000$4,9743.37%
Destiny Capital Corp/CO 27,689$2,504,2181.95%
Smallwood Wealth Investment Management, LLC 10,040$908,0000.81%
DAVIDSON TRUST CO 11,999$1,085,1890.78%
Clientfirst Wealth Management, LLC 6,252$584,6250.70%
Omega Financial Group, LLC 16,378$1,481,2570.68%
Atlas Brown,Inc. 14,098$1,274,9950.56%
RTD Financial Advisors, Inc. 33,032$2,987,3840.43%
View complete list of SPDR SERIES TRUST shareholders