Boston Standard Wealth Management, LLC - SPDR SERIES TRUST ownership

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
Boston Standard Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2015$314,000,000
-60.3%
10,244
-60.7%
0.29%
-60.1%
Q1 2015$790,000,000
-46.2%
26,057
-43.3%
0.74%
-49.2%
Q4 2014$1,469,000,00045,9621.45%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Management Professionals, Inc. 564,492$14,5472.56%
Checchi Capital Advisers, LLC 659,847$17,004,2571.58%
Elmwood Wealth Management, Inc. 114,919$2,961,4631.43%
Quent Capital, LLC 347,758$8,961,7201.40%
Walkner Condon Financial Advisors LLC 129,679$3,341,8590.89%
Denver PWM, LLC 31,540$809,6320.34%
Lunt Capital Management, Inc. 24,102$621,1090.33%
Legacy Wealth Asset Management, LLC 26,496$682,8020.25%
Martin Capital Partners, LLC 17,665$4550.19%
Windham Capital Management, LLC 17,113$441,0020.18%
View complete list of SPDR SERIES TRUST shareholders