SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 40 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $26 | -97.8% | 1 | -97.7% | 0.00% | – |
| Q4 2023 | $1,199 | -77.6% | 44 | -77.6% | 0.00% | – |
| Q1 2023 | $5,344 | -55.5% | 196 | -48.4% | 0.00% | – |
| Q2 2021 | $12,000 | – | 380 | +37900.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 2 | -98.3% | 0.00% | – |
| Q4 2019 | $4,000 | -60.0% | 120 | -61.5% | 0.00% | – |
| Q2 2019 | $10,000 | 0.0% | 312 | -0.3% | 0.00% | – |
| Q1 2019 | $10,000 | 0.0% | 313 | +0.3% | 0.00% | – |
| Q4 2018 | $10,000 | -9.1% | 312 | -12.1% | 0.00% | – |
| Q3 2018 | $11,000 | – | 355 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gerstein Fisher | 3,000,806 | $108,089,000 | 21.62% |
| FCG ADVISORS, LLC | 189,904 | $6,837,000 | 4.85% |
| Courage Miller Partners, LLC | 107,553 | $3,874,000 | 3.04% |
| Fusion Investment Group, LLC | 20,925 | $754,000 | 0.77% |
| Windham Capital Management, LLC | 200,191 | $7,211,000 | 0.59% |
| LEUTHOLD GROUP, LLC | 171,706 | $6,185,000 | 0.55% |
| Palisades Hudson Asset Management, L.P. | 10,330 | $372,000 | 0.32% |
| Partnervest Advisory Services LLC | 19,350 | $697,000 | 0.31% |
| TRUST CO OF VIRGINIA /VA | 48,561 | $1,749,000 | 0.30% |
| Destination Wealth Management | 67,540 | $2,433,000 | 0.26% |