Hefty Wealth Partners - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 232 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2016$54,000
-1.8%
5580.0%0.04%
-8.9%
Q2 2016$55,000
+14.6%
558
+9.4%
0.04%0.0%
Q1 2016$48,000
+4.3%
5100.0%0.04%
+2.3%
Q4 2015$46,0005100.04%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
PATTON FUND MANAGEMENT, INC. 156,495$12,979,6963.52%
Gunma Bank,Ltd. 55,000$4,5623.32%
DESTINY CAPITAL SECURITIES CORPORATION 24,858$2,061,7421.67%
Smallwood Wealth Investment Management, LLC 10,191$845,2410.77%
DAVIDSON TRUST CO 11,999$995,1970.74%
Omega Financial Group, LLC 16,006$1,327,5480.65%
Clientfirst Wealth Management, LLC 6,252$518,0410.63%
Atlas Brown,Inc. 13,439$1,114,6060.51%
Falcon Wealth Planning 25,875$2,146,1060.46%
RTD Financial Advisors, Inc. 32,988$2,735,9980.42%
View complete list of SPDR SERIES TRUST shareholders