Omega Financial Group, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 1 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Omega Financial Group, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$1,327,548
-10.4%
16,006
-2.3%
0.65%
-4.3%
Q2 2023$1,481,257
+2.9%
16,378
+1.0%
0.68%
+2.0%
Q1 2023$1,439,382
-3.8%
16,213
-5.2%
0.66%
-13.9%
Q4 2022$1,496,358
+210.4%
17,094
+198.7%
0.77%
+210.0%
Q3 2022$482,000
-55.2%
5,723
-49.4%
0.25%
-52.0%
Q2 2022$1,076,00011,3170.52%
Other shareholders
SPDR SERIES TRUST shareholders Q4 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