Grey Fox Wealth Advisors, 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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Grey Fox Wealth Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2023$5,618
+0.8%
2060.0%0.00%
-25.0%
Q4 2022$5,5742060.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Windham Capital Management, LLC 383,010$12,570,0002.70%
Relaxing Retirement Coach 48,846$1,603,0001.75%
Walkner Condon Financial Advisors LLC 87,940$2,886,0001.24%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 83,938$2,755,0001.04%
Thrive Capital Management, LLC 23,182$761,0000.81%
MERCER GLOBAL ADVISORS INC /ADV 1,120,961$36,790,0000.46%
Jackson Creek Investment Advisors LLC 32,040$1,052,0000.41%
Columbus Macro, LLC 36,026$1,182,0000.36%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 134,614$4,418,0000.33%
Martin Capital Partners, LLC 17,308$568,0000.33%
View complete list of SPDR SERIES TRUST shareholders