Private Vista, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 218 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.83 and the average weighting 0.1%.

Quarter-by-quarter ownership
Private Vista, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2019$499,000
-2.3%
4,9000.0%0.13%
-1.5%
Q3 2019$511,000
+5.6%
4,9000.0%0.14%
+12.4%
Q2 2019$484,000
-2.2%
4,900
-2.0%
0.12%
-0.8%
Q1 2019$495,000
+15.1%
5,001
+0.0%
0.12%
+22.0%
Q4 2018$430,000
+9.4%
5,000
+18.7%
0.10%
+25.0%
Q3 2018$393,000
-0.8%
4,214
+0.1%
0.08%
-13.0%
Q2 2018$396,000
-26.9%
4,210
-33.1%
0.09%
-41.8%
Q1 2018$542,000
+66.3%
6,292
+80.9%
0.16%
+61.2%
Q4 2017$326,000
+20.7%
3,479
+19.3%
0.10%
+66.1%
Q3 2017$270,000
-0.7%
2,916
+0.2%
0.06%
-10.6%
Q2 2017$272,000
+25.3%
2,909
+18.7%
0.07%
+20.0%
Q3 2016$217,000
-11.8%
2,451
+0.3%
0.06%
-32.9%
Q2 2016$246,000
-16.6%
2,443
-22.0%
0.08%
-21.9%
Q1 2016$295,000
-32.8%
3,131
-39.5%
0.10%
-47.2%
Q4 2015$439,0005,1770.20%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2020
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