SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 154 filers reported holding SPDR SERIES TRUST in Q4 2014. The put-call ratio across all filers is 2.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $324,000 | +3.5% | 11,742 | 0.0% | 0.11% | +0.9% |
| Q1 2017 | $313,000 | +2.6% | 11,742 | 0.0% | 0.11% | -0.9% |
| Q4 2016 | $305,000 | -9.2% | 11,742 | +100.0% | 0.11% | -24.7% |
| Q2 2016 | $336,000 | -5.9% | 5,871 | -8.3% | 0.15% | -41.6% |
| Q1 2016 | $357,000 | +7.9% | 6,405 | 0.0% | 0.26% | +9.8% |
| Q4 2015 | $331,000 | +7.5% | 6,405 | +8.1% | 0.23% | +51.0% |
| Q3 2015 | $308,000 | -4.0% | 5,924 | -3.9% | 0.16% | -25.5% |
| Q2 2015 | $321,000 | +14.2% | 6,165 | +16.4% | 0.21% | +5.1% |
| Q1 2015 | $281,000 | -4.1% | 5,295 | 0.0% | 0.20% | +1.5% |
| Q4 2014 | $293,000 | +5.8% | 5,295 | +9.6% | 0.20% | +1.0% |
| Q3 2014 | $277,000 | -4.5% | 4,830 | +1.4% | 0.19% | -4.0% |
| Q2 2014 | $290,000 | +2.1% | 4,762 | -0.5% | 0.20% | -12.6% |
| Q1 2014 | $284,000 | +4.4% | 4,787 | +1.6% | 0.23% | +1.3% |
| Q4 2013 | $272,000 | -1.1% | 4,713 | 0.0% | 0.23% | -3.4% |
| Q3 2013 | $275,000 | +7.0% | 4,713 | +3.1% | 0.24% | +2.6% |
| Q2 2013 | $257,000 | – | 4,570 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 3,921,860 | $83,300,305 | 9.05% |
| Checchi Capital Advisers, LLC | 1,463,510 | $31,084,955 | 2.88% |
| Peak Financial Management, Inc. | 277,514 | $5,894,404 | 2.14% |
| Upper Left Wealth Management, LLC | 89,595 | $1,902,998 | 1.98% |
| Baron Financial Group, LLC | 142,445 | $3,025,532 | 1.96% |
| Ackerman Capital Advisors, LLC | 314,454 | $6,679,003 | 1.86% |
| LEUTHOLD GROUP, LLC | 571,779 | $12,144,586 | 1.70% |
| Quent Capital, LLC | 386,258 | $8,204,112 | 1.28% |
| Spartan Planning & Wealth Management | 42,532 | $903,380 | 1.06% |
| Blueprint Investment Partners LLC | 150,708 | $3,201,045 | 1.03% |