SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 41 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,952 | -2.4% | 75,737 | +1.2% | 0.01% | 0.0% |
| Q2 2023 | $2,000 | +3.0% | 74,868 | +5.2% | 0.01% | -21.4% |
| Q1 2023 | $1,941 | -0.3% | 71,190 | -1.0% | 0.01% | +7.7% |
| Q4 2022 | $1,947 | -99.9% | 71,938 | +1.7% | 0.01% | 0.0% |
| Q3 2022 | $1,767,000 | -3.7% | 70,719 | +3.9% | 0.01% | -7.1% |
| Q2 2022 | $1,835,000 | -4.5% | 68,075 | +3.2% | 0.01% | 0.0% |
| Q1 2022 | $1,921,000 | +0.7% | 65,993 | +5.1% | 0.01% | 0.0% |
| Q4 2021 | $1,908,000 | +3.1% | 62,778 | +5.5% | 0.01% | -6.7% |
| Q3 2021 | $1,850,000 | +5.8% | 59,499 | +8.1% | 0.02% | 0.0% |
| Q2 2021 | $1,748,000 | +8.0% | 55,059 | +7.1% | 0.02% | 0.0% |
| Q1 2021 | $1,619,000 | +1.5% | 51,389 | +5.7% | 0.02% | -11.8% |
| Q4 2020 | $1,595,000 | +6.0% | 48,597 | +1.4% | 0.02% | -10.5% |
| Q3 2020 | $1,505,000 | +9.1% | 47,923 | +6.1% | 0.02% | +5.6% |
| Q2 2020 | $1,379,000 | +6.8% | 45,186 | +3.8% | 0.02% | -18.2% |
| Q1 2020 | $1,291,000 | +1.0% | 43,516 | +5.1% | 0.02% | +22.2% |
| Q4 2019 | $1,278,000 | +11.5% | 41,411 | +9.5% | 0.02% | 0.0% |
| Q3 2019 | $1,146,000 | -2.1% | 37,825 | +0.4% | 0.02% | +5.9% |
| Q2 2019 | $1,171,000 | +1.8% | 37,686 | +0.2% | 0.02% | -5.6% |
| Q1 2019 | $1,150,000 | +4.4% | 37,626 | +4.8% | 0.02% | -10.0% |
| Q4 2018 | $1,102,000 | -4.3% | 35,901 | -2.7% | 0.02% | +5.3% |
| Q3 2018 | $1,151,000 | -4.6% | 36,912 | -4.3% | 0.02% | -26.9% |
| Q2 2018 | $1,207,000 | -19.8% | 38,569 | -15.2% | 0.03% | -18.8% |
| Q1 2018 | $1,505,000 | +1.6% | 45,495 | -1.3% | 0.03% | +14.3% |
| Q4 2017 | $1,481,000 | +4.1% | 46,110 | +3.6% | 0.03% | -3.4% |
| Q3 2017 | $1,423,000 | +3.9% | 44,487 | +1.9% | 0.03% | +11.5% |
| Q2 2017 | $1,369,000 | – | 43,652 | – | 0.03% | – |
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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% |