Laurel Wealth Planning LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 238 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.1%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$35,296
+3.8%
4050.0%0.02%
-8.0%
Q3 2022$34,000
-12.8%
4050.0%0.02%
-7.4%
Q2 2022$39,000
-18.8%
4050.0%0.03%
-15.6%
Q1 2022$48,000
-2.0%
4050.0%0.03%
-13.5%
Q4 2021$49,000
+14.0%
4050.0%0.04%
+5.7%
Q3 2021$43,0004050.04%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 74,377$6,557,0008.50%
Cobble Hill Financial Services, INC 398,400$31,792,0005.88%
Dorsey Wright & Associates 351,792$28,073,0003.92%
Stratford Consulting, LLC 91,492$7,301,0003.91%
Arrow Investment Advisors, LLC 247,500$19,751,0003.57%
Charles Schwab Investment Advisory, Inc. 1,323,756$105,636,0003.27%
PHILLIPS FINANCIAL MANAGEMENT, LLC 117,749$9,631,0002.91%
TD Capital Management LLC 150,990$12,049,0002.74%
ALESCO ADVISORS LLC 298,574$23,826,0002.36%
Valmark Advisers, Inc. 1,212,097$96,725,0002.32%
View complete list of SPDR SERIES TRUST shareholders