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 ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 1,978,879 | $56,853,000 | 8.65% |
| Checchi Capital Advisers, LLC | 1,121,747 | $32,228,000 | 3.19% |
| Baron Financial Group, LLC | 159,315 | $4,577,120,000 | 2.78% |
| Advisory Services & Investments, LLC | 136,651 | $3,926,000 | 2.58% |
| Peak Financial Management, Inc. | 232,263 | $6,673,000 | 2.26% |
| MD Financial Management Inc. | 1,886,106 | $54,188,000 | 1.37% |
| Money Design Co.,Ltd. | 404,031 | $11,608,000 | 0.96% |
| LEUTHOLD GROUP, LLC | 248,718 | $7,146,000 | 0.88% |
| Opes Wealth Management LLC | 81,302 | $2,336,000 | 0.83% |
| IndexIQ Advisors LLC | 852,356 | $24,488,000 | 0.82% |