SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 35 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $285,000 | -43.2% | 10,574 | -32.0% | 0.02% | -89.6% |
| Q4 2014 | $502,000 | +48.5% | 15,546 | +67.8% | 0.17% | +38.4% |
| Q2 2014 | $338,000 | +1.5% | 9,266 | 0.0% | 0.12% | -7.4% |
| Q1 2014 | $333,000 | +0.3% | 9,266 | 0.0% | 0.14% | -6.9% |
| Q4 2013 | $332,000 | -2.4% | 9,266 | -1.7% | 0.14% | -11.6% |
| Q3 2013 | $340,000 | – | 9,423 | – | 0.16% | – |
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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% |