MPS Loria Financial Planners, LLC - 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
MPS Loria Financial Planners, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2021$48,000
+20.0%
508
+5.2%
0.02%
+22.2%
Q4 2020$40,000
+5.3%
4830.0%0.02%
-10.0%
Q3 2020$38,000
+8.6%
483
+8.8%
0.02%
+5.3%
Q2 2020$35,0000.0%444
+17.5%
0.02%
-17.4%
Q2 2017$35,0003780.02%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 95,400$8,627,9764.83%
PATTON FUND MANAGEMENT, INC. 153,442$13,877,2954.06%
Gunma Bank,Ltd. 55,000$4,9743.37%
Destiny Capital Corp/CO 27,689$2,504,2181.95%
Smallwood Wealth Investment Management, LLC 10,040$908,0000.81%
DAVIDSON TRUST CO 11,999$1,085,1890.78%
Clientfirst Wealth Management, LLC 6,252$584,6250.70%
Omega Financial Group, LLC 16,378$1,481,2570.68%
Atlas Brown,Inc. 14,098$1,274,9950.56%
RTD Financial Advisors, Inc. 33,032$2,987,3840.43%
View complete list of SPDR SERIES TRUST shareholders