SOA Wealth Advisors, LLC. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 232 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2023$13,023
+1.9%
1440.0%0.00%0.0%
Q1 2023$12,784
+1.9%
1440.0%0.00%0.0%
Q4 2022$12,550
+4.6%
1440.0%0.00%
-25.0%
Q3 2022$12,000
-7.7%
1440.0%0.00%0.0%
Q2 2022$13,000
-31.6%
144
-11.1%
0.00%
-20.0%
Q1 2022$19,0000.0%1620.0%0.01%0.0%
Q4 2021$19,000
+11.8%
1620.0%0.01%
+25.0%
Q3 2021$17,000
+6.2%
1620.0%0.00%0.0%
Q2 2021$16,000
+23.1%
162
+11.7%
0.00%0.0%
Q1 2021$13,000
-69.8%
145
-69.7%
0.00%
-66.7%
Q4 2020$43,0004780.01%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 95,400$8,627,9764.83%
PATTON FUND MANAGEMENT, INC. 153,442$13,877,2954.06%
Gunma Bank,Ltd. 55,000$4,9743.37%
Destiny Capital Corp/CO 27,689$2,504,2181.95%
Smallwood Wealth Investment Management, LLC 10,040$908,0000.81%
DAVIDSON TRUST CO 11,999$1,085,1890.78%
Clientfirst Wealth Management, LLC 6,252$584,6250.70%
Omega Financial Group, LLC 16,378$1,481,2570.68%
Atlas Brown,Inc. 14,098$1,274,9950.56%
RTD Financial Advisors, Inc. 33,032$2,987,3840.43%
View complete list of SPDR SERIES TRUST shareholders