SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 45 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,946,811 | -12.6% | 114,350 | -9.4% | 0.00% | 0.0% |
| Q2 2023 | $3,372,975 | -3.4% | 126,234 | -1.4% | 0.00% | -20.0% |
| Q1 2023 | $3,489,902 | -0.4% | 127,976 | -1.2% | 0.01% | 0.0% |
| Q4 2022 | $3,503,561 | +10.6% | 129,474 | +2.1% | 0.01% | 0.0% |
| Q3 2022 | $3,169,000 | -7.4% | 126,832 | -0.1% | 0.01% | -16.7% |
| Q2 2022 | $3,421,000 | -42.8% | 126,922 | -38.3% | 0.01% | -33.3% |
| Q1 2022 | $5,985,000 | -36.0% | 205,603 | -33.1% | 0.01% | -40.0% |
| Q4 2021 | $9,346,000 | -12.3% | 307,536 | -10.3% | 0.02% | -21.1% |
| Q3 2021 | $10,658,000 | -5.2% | 342,863 | -3.2% | 0.02% | -5.0% |
| Q2 2021 | $11,245,000 | -6.0% | 354,176 | -6.8% | 0.02% | -16.7% |
| Q1 2021 | $11,963,000 | -8.5% | 379,846 | -4.6% | 0.02% | -17.2% |
| Q4 2020 | $13,073,000 | – | 398,334 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 564,492 | $14,547 | 2.56% |
| Checchi Capital Advisers, LLC | 659,847 | $17,004,257 | 1.58% |
| Elmwood Wealth Management, Inc. | 114,919 | $2,961,463 | 1.43% |
| Quent Capital, LLC | 347,758 | $8,961,720 | 1.40% |
| Walkner Condon Financial Advisors LLC | 129,679 | $3,341,859 | 0.89% |
| Vista Private Wealth Partners. LLC | 31,540 | $809,632 | 0.34% |
| Lunt Capital Management, Inc. | 24,102 | $621,109 | 0.33% |
| Legacy Wealth Asset Management, LLC | 26,496 | $682,802 | 0.25% |
| Martin Capital Partners, LLC | 17,665 | $455 | 0.19% |
| Windham Capital Management, LLC | 17,113 | $441,002 | 0.18% |