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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,806,000 | +2.9% | 104,120 | +11.1% | 1.08% | +11.7% |
| Q1 2022 | $2,728,000 | -28.1% | 93,703 | -24.9% | 0.96% | -25.7% |
| Q4 2021 | $3,793,000 | +7.8% | 124,799 | +10.2% | 1.30% | +0.7% |
| Q3 2021 | $3,520,000 | +7.0% | 113,225 | +9.2% | 1.29% | +5.7% |
| Q2 2021 | $3,291,000 | +3.7% | 103,666 | +2.9% | 1.22% | +3.2% |
| Q1 2021 | $3,174,000 | +15.2% | 100,769 | +20.1% | 1.18% | +12.9% |
| Q4 2020 | $2,755,000 | +7.1% | 83,938 | +2.4% | 1.04% | -5.3% |
| Q3 2020 | $2,572,000 | +5.4% | 81,936 | +2.5% | 1.10% | -3.6% |
| Q2 2020 | $2,440,000 | +12.9% | 79,970 | +9.7% | 1.14% | -1.0% |
| Q1 2020 | $2,162,000 | -3.6% | 72,908 | +0.3% | 1.16% | +15.7% |
| Q4 2019 | $2,243,000 | – | 72,678 | – | 1.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windham Capital Management, LLC | 383,010 | $12,570,000 | 2.70% |
| Relaxing Retirement Coach | 48,846 | $1,603,000 | 1.75% |
| Walkner Condon Financial Advisors LLC | 87,940 | $2,886,000 | 1.24% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 83,938 | $2,755,000 | 1.04% |
| Thrive Capital Management, LLC | 23,182 | $761,000 | 0.81% |
| MERCER GLOBAL ADVISORS INC /ADV | 1,120,961 | $36,790,000 | 0.46% |
| Jackson Creek Investment Advisors LLC | 32,040 | $1,052,000 | 0.41% |
| Columbus Macro, LLC | 36,026 | $1,182,000 | 0.36% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 134,614 | $4,418,000 | 0.33% |
| Martin Capital Partners, LLC | 17,308 | $568,000 | 0.33% |