LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is RWR and the CUSIP is 78464A607. A total of 200 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2023$143,646
+1.9%
1,6180.0%0.00%0.0%
Q4 2022$141,009
-17.5%
1,618
-20.5%
0.00%0.0%
Q3 2022$171,000
-11.4%
2,0340.0%0.00%0.0%
Q2 2022$193,000
+1.6%
2,034
+25.7%
0.00%0.0%
Q1 2022$190,000
-4.0%
1,6180.0%0.00%0.0%
Q4 2021$198,000
+40.4%
1,618
+20.4%
0.00%
+100.0%
Q2 2021$141,000
+65.9%
1,344
+36.9%
0.00%0.0%
Q4 2020$85,000
-27.4%
982
-34.4%
0.00%0.0%
Q3 2020$117,000
+1200.0%
1,497
+1137.2%
0.00%
Q2 2020$9,000
+80.0%
121
+142.0%
0.00%
Q2 2019$5,0000.0%500.0%0.00%
Q1 2019$5,000
-88.6%
50
-90.3%
0.00%
-100.0%
Q1 2018$44,000
-39.7%
513
-41.8%
0.00%
-50.0%
Q2 2014$73,000
+5.8%
8810.0%0.00%0.0%
Q1 2014$69,000
-35.5%
881
-41.3%
0.00%
-33.3%
Q4 2013$107,0001,5000.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2020
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