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 2016 | $212,000 | -2.3% | 3,717 | -4.4% | 0.02% | -5.0% |
| Q1 2016 | $217,000 | +5.3% | 3,890 | -2.5% | 0.02% | +5.3% |
| Q4 2015 | $206,000 | -0.5% | 3,988 | 0.0% | 0.02% | -17.4% |
| Q3 2015 | $207,000 | -69.4% | 3,988 | -69.3% | 0.02% | -68.1% |
| Q2 2015 | $676,000 | +3.8% | 12,994 | +5.9% | 0.07% | +2.9% |
| Q1 2015 | $651,000 | +2.2% | 12,269 | +6.7% | 0.07% | +2.9% |
| Q4 2014 | $637,000 | -3.6% | 11,500 | -0.2% | 0.07% | -10.5% |
| Q3 2014 | $661,000 | -5.3% | 11,526 | +0.3% | 0.08% | -5.0% |
| Q2 2014 | $698,000 | +2.3% | 11,488 | -0.1% | 0.08% | -4.8% |
| Q1 2014 | $682,000 | +181.8% | 11,498 | +168.1% | 0.08% | +110.0% |
| Q2 2013 | $242,000 | – | 4,288 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,229,569 | $35,289,000 | 4.59% |
| Invst, LLC | 299,993 | $8,586,000 | 3.87% |
| VALENTINE VENTURES LLC | 96,820 | $2,779,000 | 2.99% |
| MKD WEALTH COACHES, LLC | 90,683 | $2,603,000 | 2.70% |
| Peak Financial Management, Inc. | 385,250 | $11,056,000 | 2.46% |
| Opes Wealth Management LLC | 123,826 | $3,554,000 | 2.35% |
| MD Financial Management Inc. | 1,472,899 | $42,272,000 | 2.22% |
| People's United Financial, Inc. | 2,573,265 | $73,853,000 | 2.10% |
| Pure Financial Advisors, LLC | 236,876 | $6,798,000 | 1.23% |
| Money Design Co.,Ltd. | 187,270 | $5,375,000 | 1.13% |