SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 131 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,407 | +35427.6% | 15,556 | -62.3% | 0.07% | -52.0% |
| Q2 2023 | $930 | +121.4% | 41,227 | +127.1% | 0.15% | +117.4% |
| Q1 2023 | $420 | +3.7% | 18,151 | +0.5% | 0.07% | -9.2% |
| Q4 2022 | $405 | -99.9% | 18,061 | +16.1% | 0.08% | +5.6% |
| Q3 2022 | $330,407 | -14.6% | 15,556 | -6.9% | 0.07% | -17.2% |
| Q2 2022 | $387,000 | +56.7% | 16,700 | +71.7% | 0.09% | +74.0% |
| Q1 2022 | $247,000 | – | 9,725 | – | 0.05% | – |
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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% |