CAROLINAS WEALTH CONSULTING LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 271 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$63,344
-12.5%
8000.0%0.02%
+14.3%
Q2 2023$72,352
+1.9%
8000.0%0.01%
-6.7%
Q1 2023$71,024
+1.9%
8000.0%0.02%
-6.2%
Q4 2022$69,720
+4.1%
8000.0%0.02%
-5.9%
Q3 2022$67,000
-11.8%
8000.0%0.02%
-10.5%
Q2 2022$76,000
-19.1%
8000.0%0.02%
-9.5%
Q1 2022$94,000
-4.1%
8000.0%0.02%0.0%
Q4 2021$98,000
+3.2%
800
-11.1%
0.02%
-4.5%
Q3 2021$95,000
+1.1%
9000.0%0.02%
+4.8%
Q2 2021$94,000
+10.6%
9000.0%0.02%0.0%
Q1 2021$85,000
+9.0%
9000.0%0.02%0.0%
Q4 2020$78,0009000.02%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
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