SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 35 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $34,354 | -0.4% | 1,270 | 0.0% | 0.00% | – |
| Q4 2022 | $34,493 | +4.5% | 1,270 | 0.0% | 0.00% | – |
| Q3 2022 | $33,000 | -5.7% | 1,270 | 0.0% | 0.00% | – |
| Q2 2022 | $35,000 | -7.9% | 1,270 | 0.0% | 0.00% | – |
| Q1 2022 | $38,000 | -5.0% | 1,270 | -4.1% | 0.00% | – |
| Q4 2021 | $40,000 | -4.8% | 1,324 | 0.0% | 0.00% | – |
| Q3 2021 | $42,000 | -2.3% | 1,324 | 0.0% | 0.00% | – |
| Q2 2021 | $43,000 | +4200.0% | 1,324 | +3210.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 40 | +566.7% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 6 | -94.0% | 0.00% | – |
| Q3 2017 | $3,000 | – | 100 | – | 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% |