Clearstead Advisors, LLC - SPDR SERIES TRUST ownership

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
Clearstead Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$180,854
+92.9%
7,018
+100.0%
0.01%
-16.7%
Q2 2023$93,761
-2.0%
3,5090.0%0.01%
-14.3%
Q1 2023$95,691
+0.8%
3,5090.0%0.01%0.0%
Q4 2022$94,954
+7.9%
3,5090.0%0.01%
-12.5%
Q3 2022$88,000
-7.4%
3,5090.0%0.01%
+14.3%
Q2 2022$95,000
-6.9%
3,5090.0%0.01%0.0%
Q1 2022$102,000
-4.7%
3,5090.0%0.01%0.0%
Q4 2021$107,000
-1.8%
3,5090.0%0.01%
-12.5%
Q3 2021$109,000
-1.8%
3,5090.0%0.01%
-11.1%
Q2 2021$111,0000.0%3,5090.0%0.01%0.0%
Q1 2021$111,000
-3.5%
3,5090.0%0.01%
-10.0%
Q4 2020$115,000
+4.5%
3,5090.0%0.01%
-16.7%
Q3 2020$110,000
+2.8%
3,5090.0%0.01%0.0%
Q2 2020$107,000
+2.9%
3,5090.0%0.01%
-20.0%
Q1 2020$104,0003,5090.02%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2020
NameSharesValueWeighting ↓
Relaxing Retirement Coach 472,570$15,175,0004.94%
People's United Financial, Inc. 2,362,477$75,882,0002.37%
Courage Miller Partners, LLC 80,788$2,594,0001.57%
LEUTHOLD GROUP, LLC 99,322$3,190,0000.32%
Martin Capital Partners, LLC 6,652$214,0000.22%
Palisades Hudson Asset Management, L.P. 11,879$382,0000.21%
USAdvisors Wealth Management, LLC 7,074$227,0000.19%
Intellectus Partners, LLC 13,351$429,0000.16%
ALESCO ADVISORS LLC 30,055$965,0000.06%
Mirae Asset Global Investments Co., Ltd. 116,976$3,757,0000.05%
View complete list of SPDR SERIES TRUST shareholders