Mosaic Family Wealth, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 199 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 12.87 and the average weighting 0.2%.

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 Q2 2019
NameSharesValueWeighting ↓
Key Client Fiduciary Advisors, LLC 108,127$5,899,0004.87%
BANK HAPOALIM BM 288,019$25,769,0002.59%
Arlington Capital Management, Inc. 23,099$1,260,0002.27%
Nauset Wealth Management. LLC 42,419$2,314,0002.21%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,597$3,034,0002.19%
FWL INVESTMENT MANAGEMENT, LLC 61,111$3,334,0002.04%
Vectors Research Management, LLC 160,056$8,733,0001.84%
HNP Capital LLC 144,265$7,871,0001.78%
Crescent Capital Consulting, LLC 185,710$10,128,0001.67%
FIFTH LANE CAPITAL, LP 48,208$2,630,0001.54%
View complete list of SPDR SERIES TRUST shareholders