First Personal Financial Services - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 238 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.1%.

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Quarter-by-quarter ownership
First Personal Financial Services ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2023$19,255
+14.9%
2020.0%0.01%
+25.0%
Q3 2023$16,754
-8.3%
2020.0%0.00%
-20.0%
Q2 2023$18,269
+1.9%
2020.0%0.01%0.0%
Q1 2023$17,934
+1.9%
2020.0%0.01%0.0%
Q4 2022$17,604
+3.6%
2020.0%0.01%0.0%
Q3 2022$17,000
-10.5%
2020.0%0.01%0.0%
Q2 2022$19,000
-20.8%
2020.0%0.01%
-16.7%
Q1 2022$24,000
-4.0%
2020.0%0.01%0.0%
Q4 2021$25,000
+19.0%
2020.0%0.01%
+20.0%
Q3 2021$21,0000.0%2020.0%0.01%0.0%
Q2 2021$21,000
+10.5%
2020.0%0.01%0.0%
Q1 2021$19,000
+5.6%
2020.0%0.01%0.0%
Q4 2020$18,000
+12.5%
2020.0%0.01%0.0%
Q3 2020$16,0000.0%2020.0%0.01%0.0%
Q2 2020$16,000
+6.7%
2020.0%0.01%
-16.7%
Q1 2020$15,000
-28.6%
2020.0%0.01%
-14.3%
Q4 2019$21,000
+250.0%
202
+242.4%
0.01%
+250.0%
Q3 2018$6,000
-99.7%
59
-99.7%
0.00%
-99.7%
Q3 2016$2,085,000
+159.0%
21,411
+164.4%
0.61%
+120.7%
Q2 2016$805,000
+103.3%
8,097
+94.5%
0.28%
+40.3%
Q1 2016$396,000–4,163–0.20%–
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Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Balentine LLC 1,652,470$168,585,0009.48%
PATTON FUND MANAGEMENT, INC. 79,476$8,108,0002.83%
Aspire Private Capital, LLC 55,654$5,678,0002.46%
American Financial Advisors, LLC 127,710$13,358,0002.34%
Stratford Consulting, LLC 64,893$6,620,0002.16%
Aprio Wealth Management, LLC 22,354$2,281,0001.68%
DAVIDSON TRUST CO 11,999$1,223,0001.23%
Private Advisory Group LLC 26,967$2,751,0001.10%
Atlas Brown,Inc. 16,501$1,683,0001.05%
Heartwood Wealth Advisors LLC 52,423$5,348,0001.02%
View complete list of SPDR SERIES TRUST shareholders