Lake Point Wealth Management - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 272 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2022$1,0000.0%60.0%0.00%
Q1 2022$1,0000.0%60.0%0.00%
Q4 2021$1,0000.0%60.0%0.00%
Q3 2021$1,0000.0%60.0%0.00%
Q2 2021$1,00060.0%0.00%
Q1 2020$0
-100.0%
60.0%0.00%
Q4 2019$1,000
-98.0%
6
-98.8%
0.00%
-100.0%
Q2 2019$50,0000.0%5050.0%0.02%0.0%
Q1 2019$50,000
-92.5%
505
-93.5%
0.02%
-93.2%
Q4 2018$670,0007,7910.25%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
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