PRW Wealth Management LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 218 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.83 and the average weighting 0.1%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2022$466,000
-19.0%
4,9000.0%0.27%
+7.5%
Q1 2022$575,000
-31.3%
4,900
-40.2%
0.26%
-73.2%
Q4 2019$837,000
-25.2%
8,200
-23.4%
0.95%
-30.1%
Q3 2019$1,119,000
+18.0%
10,700
+11.5%
1.36%
+29.3%
Q2 2019$948,000
+34.9%
9,600
+35.2%
1.05%
+60.7%
Q1 2019$703,0007,1000.65%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2020
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