HERITAGE WEALTH MANAGEMENT, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 146 filers reported holding SPDR SERIES TRUST in Q1 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
Q2 2022$417,000180.0%0.00%
Q1 2022$0
-100.0%
180.0%0.00%
Q3 2021$1,0000.0%180.0%0.00%
Q2 2021$1,000180.00%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 255,778$15,188,0009.32%
LifePlan Financial Group, Inc 104,477$6,204,0004.93%
INTERACTIVE FINANCIAL ADVISORS, INC. 129,670$7,700,0004.47%
Advisory Alpha, LLC 100,735$5,981,0004.17%
Counsel Portfolio Services Inc. 644,061$38,244,0003.84%
IBBOTSON ASSOCIATES INC 38,007$2,257,0003.64%
LEUTHOLD GROUP, LLC 690,423$40,997,0003.64%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,837,462$109,109,0003.05%
Advisors Preferred, LLC 95,424$5,666,277,0002.58%
Pure Financial Advisors, LLC 103,792$6,158,0002.50%
View complete list of SPDR SERIES TRUST shareholders