SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 150 filers reported holding SPDR SERIES TRUST in Q1 2015. The put-call ratio across all filers is 1.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $1,088,000 | -20.7% | 20,489 | -17.4% | 0.54% | -20.6% |
| Q4 2014 | $1,372,000 | -51.6% | 24,803 | -49.8% | 0.67% | -50.8% |
| Q3 2014 | $2,832,000 | -6.0% | 49,369 | -0.4% | 1.37% | -5.6% |
| Q2 2014 | $3,014,000 | +8.4% | 49,559 | +5.8% | 1.45% | -1.6% |
| Q1 2014 | $2,781,000 | -9.6% | 46,828 | -12.1% | 1.47% | -17.7% |
| Q4 2013 | $3,075,000 | -6.0% | 53,256 | -5.0% | 1.79% | -12.8% |
| Q3 2013 | $3,272,000 | -15.9% | 56,053 | -18.9% | 2.06% | -15.4% |
| Q2 2013 | $3,889,000 | – | 69,106 | – | 2.43% | – |
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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% |