Upper Left Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 43 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$249,223
-87.3%
9,210
-90.1%
0.30%
-88.4%
Q3 2022$1,963,000
+6.5%
92,577
+16.3%
2.55%
+19.5%
Q2 2022$1,844,000
-30.2%
79,600
-22.0%
2.14%
-22.0%
Q1 2022$2,643,000
+766.6%
102,048
+915.8%
2.74%
+800.7%
Q4 2021$305,00010,0460.30%
Other shareholders
SPDR SERIES TRUST shareholders Q3 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