Mosaic Family Wealth, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KRE and the CUSIP is 78464A698. A total of 448 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 0.45 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2019$16,000
+14.3%
310
+0.6%
0.01%0.0%
Q4 2018$14,000
-17.6%
308
+0.7%
0.01%
-14.3%
Q3 2018$17,000
-10.5%
3060.0%0.01%0.0%
Q2 2018$19,000
+5.6%
306
+0.3%
0.01%0.0%
Q1 2018$18,000
+20.0%
305
+16.0%
0.01%
+40.0%
Q4 2017$15,0002630.01%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2018
NameSharesValueWeighting ↓
M&R CAPITAL MANAGEMENT INC 6,642$348,2400.09%
TRUST CO OF TOLEDO NA /OH/ 4,106$215,2780.04%
Versant Capital Management, Inc 1,000$52,4300.02%
TOMPKINS FINANCIAL CORP 1,800$94,3740.01%
OPTIMUM INVESTMENT ADVISORS 290$15,2050.01%
Compass Wealth Management LLC 133$6,9740.00%
Bartlett & Co. LLC 873$460.00%
ST GERMAIN D J CO INC 452$23,6980.00%
BALDWIN BROTHERS LLC/MA 76$3,9850.00%
View complete list of SPDR SERIES TRUST shareholders