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 | $2,858,805 | +73.9% | 110,936 | +80.3% | 0.00% | +33.3% |
| Q2 2023 | $1,644,395 | -10.3% | 61,520 | -8.5% | 0.00% | 0.0% |
| Q1 2023 | $1,832,945 | +155.9% | 67,234 | +154.0% | 0.00% | +200.0% |
| Q4 2022 | $716,377 | +12.1% | 26,466 | +3.5% | 0.00% | 0.0% |
| Q3 2022 | $639,000 | -1.5% | 25,576 | +6.2% | 0.00% | 0.0% |
| Q2 2022 | $649,000 | +1.7% | 24,089 | -7.3% | 0.00% | 0.0% |
| Q1 2022 | $638,000 | -2.3% | 25,990 | +20.9% | 0.00% | 0.0% |
| Q4 2021 | $653,000 | +25.3% | 21,498 | +28.5% | 0.00% | 0.0% |
| Q3 2021 | $521,000 | +10.4% | 16,727 | +12.5% | 0.00% | 0.0% |
| Q2 2021 | $472,000 | +455.3% | 14,867 | +451.9% | 0.00% | – |
| Q1 2021 | $85,000 | +25.0% | 2,694 | +31.2% | 0.00% | – |
| Q4 2020 | $68,000 | -25.3% | 2,053 | -29.0% | 0.00% | – |
| Q3 2020 | $91,000 | +65.5% | 2,892 | +59.8% | 0.00% | – |
| Q2 2020 | $55,000 | -32.9% | 1,810 | -59.8% | 0.00% | – |
| Q1 2020 | $82,000 | – | 4,500 | – | 0.00% | – |
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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% |