SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 49 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $809,632 | +9.9% | 31,540 | +14.1% | 0.34% | +11.1% |
| Q2 2023 | $736,704 | +5.6% | 27,638 | +8.6% | 0.30% | -0.7% |
| Q1 2023 | $697,328 | +45.7% | 25,446 | +43.8% | 0.31% | +35.2% |
| Q4 2022 | $478,737 | +14.0% | 17,692 | +5.4% | 0.23% | -3.0% |
| Q3 2022 | $420,000 | -3.9% | 16,780 | +3.5% | 0.23% | +13.6% |
| Q2 2022 | $437,000 | -2.5% | 16,216 | +5.0% | 0.21% | +15.7% |
| Q1 2022 | $448,000 | +15.5% | 15,437 | +20.5% | 0.18% | +20.3% |
| Q4 2021 | $388,000 | +26.8% | 12,815 | +30.0% | 0.15% | +17.5% |
| Q3 2021 | $306,000 | +30.8% | 9,858 | +34.0% | 0.13% | +28.6% |
| Q2 2021 | $234,000 | – | 7,358 | – | 0.10% | – |
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% |