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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,961,720 | +4.9% | 347,758 | +8.8% | 1.40% | +4.7% |
| Q2 2023 | $8,540,001 | +2.9% | 319,611 | +5.0% | 1.34% | -5.7% |
| Q1 2023 | $8,301,924 | +3.6% | 304,434 | +2.8% | 1.42% | -3.3% |
| Q4 2022 | $8,015,195 | +46.1% | 296,200 | +34.9% | 1.46% | +29.0% |
| Q3 2022 | $5,487,000 | -47.1% | 219,584 | -42.9% | 1.14% | -48.7% |
| Q2 2022 | $10,369,000 | -10.3% | 384,740 | -3.1% | 2.21% | +3.3% |
| Q1 2022 | $11,564,000 | +1177.8% | 397,235 | +1233.6% | 2.14% | +1022.5% |
| Q4 2021 | $905,000 | – | 29,786 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gerstein Fisher | 2,548,807 | $88,749,000 | 21.37% |
| FCG ADVISORS, LLC | 180,808 | $6,296,000 | 5.11% |
| Courage Miller Partners, LLC | 128,158 | $4,462,000 | 4.05% |
| Estate Counselors, LLC | 150,730 | $5,263,000 | 2.66% |
| Retirement Planning Group, LLC | 106,339 | $3,703,000 | 1.52% |
| Lattice Strategies LLC | 45,995 | $1,602,000 | 0.96% |
| LEUTHOLD GROUP, LLC | 169,035 | $5,886,000 | 0.54% |
| Destination Wealth Management | 46,275 | $1,611,000 | 0.20% |
| Camarda Financial Advisors, LLC | 5,642 | $196,000 | 0.18% |
| Regal Investment Advisors LLC | 7,282 | $254,000 | 0.14% |