MARSHALL FINANCIAL GROUP INC /ADV - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 246 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
MARSHALL FINANCIAL GROUP INC /ADV ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$208,450
-8.2%
2,513
+0.1%
0.08%
-2.3%
Q2 2023$227,032
+2.0%
2,510
+0.1%
0.09%
-3.3%
Q1 2023$222,591
-2.1%
2,507
-3.9%
0.09%
-8.2%
Q4 2022$227,286
-5.7%
2,608
-8.7%
0.10%
-14.0%
Q3 2022$241,000
-12.4%
2,856
-1.3%
0.11%
-8.8%
Q2 2022$275,000
-19.8%
2,894
-0.9%
0.12%
-8.8%
Q1 2022$343,000
-3.4%
2,919
+0.3%
0.14%
-0.7%
Q4 2021$355,000
+25.0%
2,910
+8.1%
0.14%
+15.0%
Q3 2021$284,000
+1.1%
2,692
+0.6%
0.12%0.0%
Q2 2021$281,000
+11.1%
2,6770.0%0.12%
+4.3%
Q1 2021$253,000
+9.1%
2,6770.0%0.12%
+0.9%
Q4 2020$232,000
+11.0%
2,6770.0%0.11%
-8.1%
Q3 2020$209,0000.0%2,6770.0%0.12%
-10.8%
Q2 2020$209,000
-24.8%
2,677
-1.9%
0.14%
-26.1%
Q4 2019$278,000
-2.5%
2,7290.0%0.19%
-13.4%
Q3 2019$285,000
+5.6%
2,7290.0%0.22%
+5.3%
Q2 2019$270,0000.0%2,7290.0%0.21%
-6.8%
Q1 2019$270,000
+14.9%
2,7290.0%0.22%
-0.9%
Q4 2018$235,0002,7290.22%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2018
NameSharesValueWeighting ↓
TIAA CREF TRUST CO FSB/MO 4,754,524$438,747,0003.17%
Stratford Consulting, LLC 73,941$6,823,0002.72%
ALESCO ADVISORS LLC 352,764$32,553,0002.29%
Atlas Brown,Inc. 29,073$2,683,0002.12%
PHILLIPS FINANCIAL MANAGEMENT, LLC 85,961$8,089,0001.96%
Ullmann Wealth Partners Group, LLC 24,656$2,275,0001.88%
TD Capital Management LLC 69,011$6,368,0001.88%
SMITH, MOORE & CO. 52,295$4,826,0001.73%
Lee Financial Co 46,858$4,324,0001.72%
Crestone Asset Management LLC 40,946$3,778,0001.70%
View complete list of SPDR SERIES TRUST shareholders