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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $3,408,000 | +32.6% | 66,013 | +33.7% | 1.76% | +15.4% |
| Q3 2015 | $2,571,000 | +2.3% | 49,378 | +2.2% | 1.53% | -9.6% |
| Q2 2015 | $2,512,000 | +73.8% | 48,295 | +77.6% | 1.69% | +51.5% |
| Q1 2015 | $1,445,000 | +16.7% | 27,197 | +21.6% | 1.12% | -4.9% |
| Q4 2014 | $1,238,000 | -54.8% | 22,366 | -53.1% | 1.17% | -61.7% |
| Q3 2014 | $2,737,000 | +24.5% | 47,715 | +32.0% | 3.06% | +1.3% |
| Q2 2014 | $2,199,000 | -2.6% | 36,157 | -4.9% | 3.02% | -17.0% |
| Q1 2014 | $2,257,000 | +119.1% | 38,007 | +113.0% | 3.64% | +61.0% |
| Q4 2013 | $1,030,000 | +57.7% | 17,843 | +60.6% | 2.26% | +0.8% |
| Q3 2013 | $653,000 | +33.0% | 11,111 | +27.3% | 2.24% | -18.3% |
| Q2 2013 | $491,000 | – | 8,730 | – | 2.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,312,213 | $37,805,000 | 5.06% |
| INNEALTA CAPITAL, LLC | 204,683 | $5,897,000 | 3.93% |
| Windham Capital Management, LLC | 402,819 | $11,605,000 | 2.51% |
| Peak Financial Management, Inc. | 383,960 | $11,062,000 | 2.36% |
| People's United Financial, Inc. | 2,959,172 | $85,254,000 | 2.33% |
| Opes Wealth Management LLC | 130,889 | $3,771,000 | 2.31% |
| MKD WEALTH COACHES, LLC | 90,970 | $2,621,000 | 2.23% |
| Blueprint Investment Partners LLC | 50,896 | $1,466,000 | 1.16% |
| LEUTHOLD GROUP, LLC | 305,946 | $8,814,000 | 1.15% |
| Pure Financial Advisors, LLC | 228,740 | $6,590,000 | 1.13% |