SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 43 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,100 | -43.3% | 1,983 | -41.2% | 0.00% | – |
| Q2 2023 | $90,136 | +71.2% | 3,373 | +74.8% | 0.00% | – |
| Q1 2023 | $52,658 | +23.5% | 1,930 | +22.5% | 0.00% | – |
| Q4 2022 | $42,647 | -54.6% | 1,576 | -58.3% | 0.00% | – |
| Q3 2022 | $94,000 | -26.6% | 3,780 | -20.5% | 0.00% | – |
| Q2 2022 | $128,000 | -12.3% | 4,756 | -5.0% | 0.00% | – |
| Q1 2022 | $146,000 | +35.2% | 5,006 | +40.4% | 0.00% | – |
| Q4 2021 | $108,000 | -33.7% | 3,565 | -31.9% | 0.00% | – |
| Q3 2021 | $163,000 | -38.0% | 5,235 | -36.8% | 0.00% | – |
| Q2 2021 | $263,000 | +46.1% | 8,281 | +44.5% | 0.00% | – |
| Q1 2021 | $180,000 | -2.2% | 5,732 | +2.1% | 0.00% | – |
| Q4 2020 | $184,000 | -15.2% | 5,615 | -19.0% | 0.00% | – |
| Q3 2020 | $217,000 | +146.6% | 6,931 | +139.8% | 0.00% | – |
| Q2 2020 | $88,000 | +2.3% | 2,890 | 0.0% | 0.00% | – |
| Q1 2020 | $86,000 | -28.3% | 2,890 | -25.3% | 0.00% | – |
| Q4 2019 | $120,000 | -14.3% | 3,871 | -16.2% | 0.00% | – |
| Q3 2019 | $140,000 | +11.1% | 4,618 | +13.7% | 0.00% | – |
| Q2 2019 | $126,000 | -89.1% | 4,060 | -89.2% | 0.00% | – |
| Q1 2019 | $1,153,000 | +639.1% | 37,722 | +645.2% | 0.00% | – |
| Q4 2018 | $156,000 | -44.3% | 5,062 | -43.7% | 0.00% | – |
| Q3 2018 | $280,000 | -90.6% | 8,995 | -90.5% | 0.00% | -100.0% |
| Q2 2018 | $2,975,000 | +145.9% | 95,103 | +159.9% | 0.00% | – |
| Q1 2018 | $1,210,000 | +12.6% | 36,590 | +9.3% | 0.00% | – |
| Q4 2017 | $1,075,000 | -54.9% | 33,473 | -55.1% | 0.00% | -100.0% |
| Q3 2017 | $2,385,000 | +5.2% | 74,578 | +3.1% | 0.00% | 0.0% |
| Q2 2017 | $2,268,000 | +125.0% | 72,346 | +117.5% | 0.00% | – |
| Q1 2017 | $1,008,000 | +9.6% | 33,256 | +5.8% | 0.00% | – |
| Q4 2016 | $920,000 | -13.0% | 31,436 | -5.4% | 0.00% | – |
| Q3 2016 | $1,057,000 | -7.5% | 33,219 | -8.7% | 0.00% | – |
| Q2 2016 | $1,143,000 | -3.6% | 36,382 | -4.1% | 0.00% | – |
| Q1 2016 | $1,186,000 | -3.0% | 37,921 | -7.8% | 0.00% | – |
| Q4 2015 | $1,223,000 | +49.9% | 41,125 | +51.5% | 0.00% | – |
| Q3 2015 | $816,000 | +12.6% | 27,142 | +14.8% | 0.00% | – |
| Q2 2015 | $725,000 | -50.2% | 23,633 | -50.8% | 0.00% | – |
| Q1 2015 | $1,456,000 | +88.4% | 47,986 | +100.4% | 0.00% | – |
| Q4 2014 | $773,000 | +4.6% | 23,949 | +10.3% | 0.00% | – |
| Q3 2014 | $739,000 | -22.9% | 21,710 | -17.3% | 0.00% | – |
| Q2 2014 | $958,000 | +26.4% | 26,236 | +24.8% | 0.00% | – |
| Q1 2014 | $758,000 | -50.5% | 21,024 | -50.8% | 0.00% | -100.0% |
| Q4 2013 | $1,532,000 | -43.7% | 42,746 | -43.4% | 0.00% | 0.0% |
| Q3 2013 | $2,721,000 | +256.6% | 75,476 | +244.7% | 0.00% | – |
| Q2 2013 | $763,000 | – | 21,894 | – | 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% |