SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 36 filers reported holding SPDR SERIES TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,333 | -2.7% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $8,567 | -3.8% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $8,905 | +6.3% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,375 | -3.6% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,684 | -2.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,863 | +0.8% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,795 | +9.9% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | – | 325 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gerstein Fisher | 2,992,196 | $101,795,000 | 17.90% |
| FCG ADVISORS, LLC | 183,838 | $6,627,000 | 4.36% |
| Courage Miller Partners, LLC | 108,783 | $3,701,000 | 2.88% |
| Windham Capital Management, LLC | 335,601 | $11,417,000 | 0.92% |
| LEUTHOLD GROUP, LLC | 192,323 | $6,543,000 | 0.59% |
| Fusion Investment Group, LLC | 13,845 | $471,000 | 0.41% |
| TCV Trust & Wealth Management, Inc. | 55,231 | $1,879,000 | 0.32% |
| Palisades Hudson Asset Management, L.P. | 10,675 | $363,000 | 0.30% |
| Destination Wealth Management | 71,691 | $2,439,000 | 0.26% |
| Partnervest Advisory Services LLC | 10,955 | $373,000 | 0.19% |