SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 40 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $931,000 | +3.0% | 30,508 | +0.1% | 0.44% | +6.1% |
Q1 2020 | $904,000 | -2.8% | 30,480 | +1.1% | 0.41% | +59.9% |
Q4 2019 | $930,000 | +3.2% | 30,140 | +1.3% | 0.26% | +53.9% |
Q3 2019 | $901,000 | -0.8% | 29,758 | +1.8% | 0.17% | +3.7% |
Q2 2019 | $908,000 | +1.3% | 29,221 | -0.2% | 0.16% | +3.2% |
Q1 2019 | $896,000 | -2.7% | 29,294 | -2.3% | 0.16% | -17.0% |
Q4 2018 | $921,000 | +2.8% | 29,994 | +4.3% | 0.19% | -3.6% |
Q3 2018 | $896,000 | +3.1% | 28,758 | +3.6% | 0.20% | -1.0% |
Q2 2018 | $869,000 | – | 27,769 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Windham Capital Management, LLC | 383,010 | $12,570,000 | 2.70% |
Relaxing Retirement Coach | 48,846 | $1,603,000 | 1.75% |
Walkner Condon Financial Advisors LLC | 87,940 | $2,886,000 | 1.24% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 83,938 | $2,755,000 | 1.04% |
Thrive Capital Management, LLC | 23,182 | $761,000 | 0.81% |
MERCER GLOBAL ADVISORS INC /ADV | 1,120,961 | $36,790,000 | 0.46% |
Jackson Creek Investment Advisors LLC | 32,040 | $1,052,000 | 0.41% |
Columbus Macro, LLC | 36,026 | $1,182,000 | 0.36% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 134,614 | $4,418,000 | 0.33% |
Martin Capital Partners, LLC | 17,308 | $568,000 | 0.33% |