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 ↓
Bell Bank 432,607$18,113,0005.77%
Hochman Cole Investment Advisors, Inc. 70,127$2,936,0002.05%
Ayalon Insurance Comp Ltd. 29,490$1,235,0001.03%
Jackson Financial Management 24,027$1,006,0000.92%
VISTA INVESTMENT MANAGEMENT 18,784$786,0000.82%
Sequent Asset Management, LLC 28,690$1,200,0000.72%
Arnhold LLC 84,600$3,542,0000.67%
PACIFIC SUN FINANCIAL CORP 10,020$420,0000.56%
Biltmore Family Office, LLC 27,100$1,135,0000.50%
Wharton Business Group, LLC 106,845$4,474,0000.46%
View complete list of SPDR SERIES TRUST shareholders