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 ↓
Gerstein Fisher 2,548,807$88,749,00021.37%
FCG ADVISORS, LLC 180,808$6,296,0005.11%
Courage Miller Partners, LLC 128,158$4,462,0004.05%
Estate Counselors, LLC 150,730$5,263,0002.66%
Retirement Planning Group, LLC 106,339$3,703,0001.52%
Lattice Strategies LLC 45,995$1,602,0000.96%
LEUTHOLD GROUP, LLC 169,035$5,886,0000.54%
Destination Wealth Management 46,275$1,611,0000.20%
Camarda Financial Advisors, LLC 5,642$196,0000.18%
Regal Investment Advisors LLC 7,282$254,0000.14%
View complete list of SPDR SERIES TRUST shareholders