SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 39 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110,063 | -90.1% | 4,271 | -89.7% | 0.00% | – |
| Q2 2023 | $1,108,800 | -24.7% | 41,497 | -23.1% | 0.00% | – |
| Q1 2023 | $1,471,652 | +3523.3% | 53,966 | +3495.3% | 0.00% | – |
| Q4 2022 | $40,616 | +170.8% | 1,501 | +153.1% | 0.00% | – |
| Q3 2022 | $15,000 | -91.2% | 593 | -90.6% | 0.00% | – |
| Q2 2022 | $170,000 | +295.3% | 6,301 | +324.9% | 0.00% | – |
| Q1 2022 | $43,000 | -69.5% | 1,483 | -68.2% | 0.00% | – |
| Q4 2021 | $141,000 | +41.0% | 4,664 | +44.7% | 0.00% | – |
| Q3 2021 | $100,000 | +42.9% | 3,223 | +44.8% | 0.00% | – |
| Q2 2021 | $70,000 | +27.3% | 2,226 | +27.8% | 0.00% | – |
| Q1 2021 | $55,000 | -34.5% | 1,742 | -31.5% | 0.00% | – |
| Q4 2020 | $84,000 | +33.3% | 2,542 | +27.7% | 0.00% | – |
| Q3 2020 | $63,000 | -8.7% | 1,990 | -11.6% | 0.00% | – |
| Q2 2020 | $69,000 | -57.7% | 2,251 | -59.3% | 0.00% | – |
| Q1 2020 | $163,000 | -1.2% | 5,529 | +3.8% | 0.00% | – |
| Q4 2019 | $165,000 | +1550.0% | 5,329 | +1539.7% | 0.00% | – |
| Q3 2019 | $10,000 | 0.0% | 325 | 0.0% | 0.00% | – |
| Q2 2019 | $10,000 | 0.0% | 325 | 0.0% | 0.00% | – |
| Q1 2019 | $10,000 | -85.3% | 325 | -85.4% | 0.00% | – |
| Q4 2018 | $68,000 | -90.5% | 2,230 | -90.3% | 0.00% | – |
| Q3 2018 | $718,000 | -72.9% | 23,036 | -72.8% | 0.00% | – |
| Q2 2018 | $2,646,000 | -50.5% | 84,557 | -47.7% | 0.00% | -100.0% |
| Q1 2018 | $5,350,000 | +2615.7% | 161,737 | +2534.2% | 0.00% | – |
| Q4 2017 | $197,000 | -40.8% | 6,140 | -40.9% | 0.00% | – |
| Q3 2017 | $333,000 | -12.1% | 10,389 | -14.0% | 0.00% | – |
| Q2 2017 | $379,000 | +45.2% | 12,074 | +39.8% | 0.00% | – |
| Q1 2017 | $261,000 | -36.5% | 8,639 | -38.4% | 0.00% | – |
| Q4 2016 | $411,000 | +48.9% | 14,022 | +61.7% | 0.00% | – |
| Q3 2016 | $276,000 | -29.4% | 8,673 | -30.3% | 0.00% | – |
| Q2 2016 | $391,000 | +117.2% | 12,438 | +117.0% | 0.00% | – |
| Q1 2016 | $180,000 | -16.7% | 5,733 | -21.1% | 0.00% | – |
| Q4 2015 | $216,000 | -24.7% | 7,265 | -23.8% | 0.00% | – |
| Q3 2015 | $287,000 | -27.7% | 9,533 | -26.4% | 0.00% | – |
| Q2 2015 | $397,000 | +51.0% | 12,954 | +48.9% | 0.00% | – |
| Q1 2015 | $263,000 | +7.8% | 8,698 | +14.8% | 0.00% | – |
| Q4 2014 | $244,000 | -1.6% | 7,575 | +3.6% | 0.00% | – |
| Q3 2014 | $248,000 | -23.2% | 7,311 | -17.4% | 0.00% | – |
| Q2 2014 | $323,000 | +111.1% | 8,855 | +109.1% | 0.00% | – |
| Q1 2014 | $153,000 | -41.2% | 4,234 | -41.6% | 0.00% | – |
| Q4 2013 | $260,000 | +1.2% | 7,253 | +1.8% | 0.00% | – |
| Q3 2013 | $257,000 | -50.4% | 7,122 | -52.1% | 0.00% | – |
| Q2 2013 | $518,000 | – | 14,878 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 564,492 | $14,547 | 2.56% |
| Checchi Capital Advisers, LLC | 659,847 | $17,004,257 | 1.58% |
| Elmwood Wealth Management, Inc. | 114,919 | $2,961,463 | 1.43% |
| Quent Capital, LLC | 347,758 | $8,961,720 | 1.40% |
| Walkner Condon Financial Advisors LLC | 129,679 | $3,341,859 | 0.89% |
| Vista Private Wealth Partners. LLC | 31,540 | $809,632 | 0.34% |
| Lunt Capital Management, Inc. | 24,102 | $621,109 | 0.33% |
| Legacy Wealth Asset Management, LLC | 26,496 | $682,802 | 0.25% |
| Martin Capital Partners, LLC | 17,665 | $455 | 0.19% |
| Windham Capital Management, LLC | 17,113 | $441,002 | 0.18% |