Mosaic Family Wealth, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 189 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2019$47,0000.0%1,6900.0%0.02%0.0%
Q4 2018$47,000
-13.0%
1,690
-15.8%
0.02%
-13.6%
Q3 2018$54,000
-32.5%
2,007
-30.7%
0.02%
-26.7%
Q2 2018$80,000
-13.0%
2,895
-7.2%
0.03%
-11.8%
Q1 2018$92,000
+3.4%
3,1210.0%0.03%
+6.2%
Q4 2017$89,000
+50.8%
3,121
+47.8%
0.03%
+39.1%
Q3 2017$59,000
-3.3%
2,112
-4.3%
0.02%
-8.0%
Q2 2017$61,0000.0%2,208
-2.9%
0.02%
-3.8%
Q1 2017$61,000
-15.3%
2,274
-17.4%
0.03%
-21.2%
Q4 2016$72,000
-8.9%
2,7540.0%0.03%
-10.8%
Q3 2016$79,000
-17.7%
2,754
+64.6%
0.04%
-19.6%
Q2 2016$96,000
-29.9%
1,673
-32.3%
0.05%
-30.3%
Q1 2016$137,000
-37.2%
2,470
-41.6%
0.07%
-32.0%
Q4 2015$218,0004,2270.10%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2018
NameSharesValueWeighting ↓
Perella Weinberg Partners Capital Management LP 1,978,879$56,853,0008.65%
Checchi Capital Advisers, LLC 1,121,747$32,228,0003.19%
Baron Financial Group, LLC 159,315$4,577,120,0002.78%
Advisory Services & Investments, LLC 136,651$3,926,0002.58%
Peak Financial Management, Inc. 232,263$6,673,0002.26%
MD Financial Management Inc. 1,886,106$54,188,0001.37%
Money Design Co.,Ltd. 404,031$11,608,0000.96%
LEUTHOLD GROUP, LLC 248,718$7,146,0000.88%
Opes Wealth Management LLC 81,302$2,336,0000.83%
IndexIQ Advisors LLC 852,356$24,488,0000.82%
View complete list of SPDR SERIES TRUST shareholders