SUMMIT WEALTH & RETIREMENT PLANNING, INC. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 49 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
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$2,243,00072,6781.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
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%
Vista Private Wealth Partners. 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