HERITAGE WEALTH MANAGEMENT, LLC - 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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$8,930
+123.2%
330
+100.0%
0.00%0.0%
Q3 2022$4,000
-100.0%
165
-84.5%
0.00%
-90.0%
Q2 2022$28,702,000
+92487.1%
1,0650.0%0.01%
+25.0%
Q1 2022$31,0001,0650.01%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
Windham Capital Management, LLC 383,010$12,570,0002.70%
Relaxing Retirement Coach 48,846$1,603,0001.75%
Walkner Condon Financial Advisors LLC 87,940$2,886,0001.24%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 83,938$2,755,0001.04%
Thrive Capital Management, LLC 23,182$761,0000.81%
MERCER GLOBAL ADVISORS INC /ADV 1,120,961$36,790,0000.46%
Jackson Creek Investment Advisors LLC 32,040$1,052,0000.41%
Columbus Macro, LLC 36,026$1,182,0000.36%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 134,614$4,418,0000.33%
Martin Capital Partners, LLC 17,308$568,0000.33%
View complete list of SPDR SERIES TRUST shareholders