SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 40 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,926 | +0.8% | 144 | 0.0% | 0.00% | – |
| Q4 2022 | $3,895 | -2.6% | 144 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -20.0% | 144 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | +25.0% | 144 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | -20.0% | 144 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | -28.6% | 144 | -34.5% | 0.00% | – |
| Q1 2018 | $7,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q4 2017 | $7,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q3 2017 | $7,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q2 2017 | $7,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q1 2017 | $7,000 | -46.2% | 220 | -50.0% | 0.00% | -100.0% |
| Q4 2016 | $13,000 | -7.1% | 440 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $14,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $14,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $14,000 | +7.7% | 440 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $13,000 | -35.0% | 440 | -33.3% | 0.00% | 0.0% |
| Q3 2015 | $20,000 | 0.0% | 660 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $20,000 | 0.0% | 660 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $20,000 | -4.8% | 660 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $21,000 | -4.5% | 660 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $22,000 | -8.3% | 660 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $24,000 | 0.0% | 660 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $24,000 | 0.0% | 660 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $24,000 | 0.0% | 660 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $24,000 | +4.3% | 660 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $23,000 | – | 660 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windham Capital Management, LLC | 1,273,809 | $39,106,000 | 8.81% |
| Relaxing Retirement Coach | 484,699 | $14,876,000 | 5.04% |
| People's United Financial, Inc. | 2,760,516 | $84,748,000 | 2.94% |
| Courage Miller Partners, LLC | 73,078 | $2,243,000 | 1.33% |
| Elmwood Wealth Management, Inc. | 18,075 | $555,000 | 0.54% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 88,136 | $2,705,000 | 0.32% |
| Martin Capital Partners, LLC | 9,915 | $304,000 | 0.28% |
| Palisades Hudson Asset Management, L.P. | 12,694 | $390,000 | 0.23% |
| 361 CAPITAL LLC | 29,994 | $921,000 | 0.19% |
| USAdvisors Wealth Management, LLC | 6,750 | $207,000 | 0.17% |