Kalos Management, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 90 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2019$615,000
+12.4%
11,823
+16.8%
0.28%
-21.2%
Q1 2019$547,000
-11.1%
10,121
-14.4%
0.35%
+18.4%
Q4 2018$615,000
-5.4%
11,823
-4.4%
0.30%
-14.3%
Q3 2018$650,000
-3.4%
12,364
-0.4%
0.35%
+14.4%
Q2 2018$673,000
-55.0%
12,419
-50.6%
0.30%
-31.0%
Q1 2018$1,496,000
+97.6%
25,130
+90.9%
0.44%
+24.2%
Q4 2017$757,000
-3.6%
13,164
-4.0%
0.36%
-29.5%
Q3 2017$785,000
-8.7%
13,709
-11.5%
0.50%
-35.8%
Q2 2017$860,000
+1.5%
15,487
+0.2%
0.79%
+31.0%
Q1 2017$847,000
+4.2%
15,449
-1.2%
0.60%
-8.7%
Q4 2016$813,000
-7.0%
15,630
+1.9%
0.66%
-11.8%
Q3 2016$874,000
+8.2%
15,346
+4.3%
0.74%
+19.2%
Q2 2016$808,000
-1.5%
14,712
-9.7%
0.62%
-8.4%
Q1 2016$820,0000.0%16,2870.0%0.68%
+11.4%
Q4 2015$820,00016,2870.61%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2018
NameSharesValueWeighting ↓
FIRST QUADRANT LLC/CA 22,516$1,215,0006.74%
LBJ Family Wealth Advisors, Ltd. 201,804$10,518,0006.74%
Upper Left Wealth Management, LLC 88,096$4,703,0004.87%
Forefront Analytics, LLC 188,769$10,197,0003.79%
GenTrust, LLC 464,847$25,088,0001.92%
Sterling Manor Financial, LLC 44,485$2,401,0001.92%
Family Firm, Inc. 90,344$4,876,0001.28%
Empirical Asset Management, LLC 17,422$940,0000.89%
HoyleCohen, LLC 149,680$8,078,0000.69%
RPg Family Wealth Advisory, LLC 27,430$1,480,397,0000.63%
View complete list of SPDR SERIES TRUST shareholders