Mosaic Family Wealth, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 143 filers reported holding SPDR SERIES TRUST in Q1 2016. The put-call ratio across all filers is 1.26 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2019$84,000
-39.1%
2,000
-45.8%
0.03%
-40.4%
Q4 2018$138,000
-14.3%
3,6880.0%0.06%
-13.6%
Q3 2018$161,000
-65.7%
3,688
-63.0%
0.07%
-62.9%
Q2 2018$470,000
-1.5%
9,9670.0%0.18%
+1.1%
Q1 2018$477,000
+1.1%
9,9670.0%0.18%
+2.3%
Q4 2017$472,000
+424.4%
9,967
+398.4%
0.17%
+391.4%
Q3 2017$90,000
+3.4%
2,0000.0%0.04%
-2.8%
Q2 2017$87,000
+1.2%
2,0000.0%0.04%
-2.7%
Q1 2017$86,000
-1.1%
2,0000.0%0.04%
-7.5%
Q4 2016$87,000
+29.9%
2,0000.0%0.04%
+29.0%
Q3 2016$67,000
+9.8%
2,0000.0%0.03%
+3.3%
Q2 2016$61,000
+1.7%
2,0000.0%0.03%
+3.4%
Q1 2016$60,000
-10.4%
2,0000.0%0.03%
-3.3%
Q4 2015$67,0002,0000.03%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2016
NameSharesValueWeighting ↓
STUYVESANT CAPITAL MANAGEMENT 90,835$3,294,0007.18%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 377,559$13,690,0003.27%
BW Gestao de Investimentos Ltda. 143,496$5,203,0003.23%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 137,943$5,002,0003.16%
CHARTIST INC /CA/ 170,811$6,270,0003.02%
MILLIE CAPITAL MANAGEMENT, LLC 90,409$3,278,0003.02%
Wharton Business Group, LLC 1,227,316$44,502,0002.95%
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 60,000$2,176,0002.47%
Spectrum Asset Management, Inc. (NB/CA) 78,110$2,832,0002.44%
American Money Management, LLC 59,388$2,153,420,0001.82%
View complete list of SPDR SERIES TRUST shareholders