Mosaic Family Wealth, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 80 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2019$12,000
+20.0%
2860.0%0.01%
+25.0%
Q4 2018$10,000
-23.1%
2860.0%0.00%
-20.0%
Q3 2018$13,000
+8.3%
2860.0%0.01%0.0%
Q2 2018$12,0000.0%2860.0%0.01%
+25.0%
Q1 2018$12,0000.0%2860.0%0.00%0.0%
Q4 2017$12,0000.0%2860.0%0.00%
-20.0%
Q3 2017$12,0000.0%2860.0%0.01%0.0%
Q2 2017$12,0000.0%2860.0%0.01%0.0%
Q1 2017$12,000
+9.1%
2860.0%0.01%0.0%
Q4 2016$11,000
-15.4%
2860.0%0.01%
-16.7%
Q3 2016$13,000
+8.3%
286
-0.3%
0.01%0.0%
Q2 2016$12,000
+9.1%
287
+0.3%
0.01%
+20.0%
Q1 2016$11,000
-21.4%
2860.0%0.01%
-16.7%
Q4 2015$14,0002860.01%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2019
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 54,892$2,764,0001.16%
Lionsbridge Wealth Management LLC 23,307$1,173,0001.14%
Wharton Business Group, LLC 84,325$4,246,0000.33%
Robinson Value Management, Ltd. 6,944$350,0000.29%
VISTA INVESTMENT MANAGEMENT 6,742$339,0000.21%
FACTORY MUTUAL INSURANCE CO 210,000$10,574,0000.14%
FIRST CITIZENS BANK & TRUST CO 47,441$2,389,0000.11%
BANK HAPOALIM BM 13,542$682,0000.09%
NWAM LLC 16,328$822,0000.08%
Moloney Securities Asset Management, LLC 7,906$398,0000.08%
View complete list of SPDR SERIES TRUST shareholders