Lehman & Derafelo Financial Resources LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 154 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 1.56 and the average weighting 0.1%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2022$15,0000.0%2690.0%0.01%0.0%
Q2 2022$15,000
-21.1%
269
+0.4%
0.01%
-16.7%
Q3 2021$19,000
-5.0%
2680.0%0.01%
+20.0%
Q2 2021$20,000
+5.3%
2680.0%0.01%0.0%
Q1 2021$19,000
+58.3%
268
+28.8%
0.01%
+25.0%
Q4 2020$12,000
+9.1%
2080.0%0.00%0.0%
Q3 2020$11,000
+22.2%
2080.0%0.00%
+33.3%
Q2 2020$9,000
+50.0%
2080.0%0.00%
+50.0%
Q1 2020$6,000
-33.3%
2080.0%0.00%
-33.3%
Q4 2019$9,0000.0%2080.0%0.00%0.0%
Q3 2019$9,0000.0%2080.0%0.00%
-25.0%
Q2 2019$9,000
+12.5%
2080.0%0.00%
+33.3%
Q1 2019$8,000
+14.3%
2080.0%0.00%0.0%
Q4 2018$7,0002080.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2018
NameSharesValueWeighting ↓
Viewpoint Capital Management LLC 48,377$2,918,1012.82%
Broad Peak Investment Holdings Ltd. 406,399$24,513,9882.39%
Passaic Partners LLC 98,761$5,957,2641.24%
Clarus Wealth Advisors 17,711$1,138,9940.75%
GARRISON POINT ADVISORS, LLC 10,630$641,2020.52%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 33,669$2,057,1870.48%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 90,665$5,539,6630.46%
Windham Capital Management, LLC 19,001$1,146,1400.44%
Gerber Kawasaki Wealth & Investment Management 81,417$4,911,0690.44%
CASTLEARK MANAGEMENT LLC 132,200$7,974,3040.42%
View complete list of SPDR SERIES TRUST shareholders