SPDR SERIES TRUST's ticker is BWZ and the CUSIP is 78464A334. A total of 29 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $3,190,000 | -0.3% | 99,322 | -0.8% | 0.32% | -1.2% |
| Q3 2017 | $3,201,000 | -15.3% | 100,082 | -17.0% | 0.32% | -20.2% |
| Q2 2017 | $3,781,000 | +3.3% | 120,556 | -0.2% | 0.40% | +2.8% |
| Q1 2017 | $3,661,000 | +3.4% | 120,755 | -0.2% | 0.39% | -0.5% |
| Q4 2016 | $3,541,000 | -9.6% | 120,988 | -1.7% | 0.40% | -3.9% |
| Q3 2016 | $3,916,000 | -0.9% | 123,119 | -2.1% | 0.41% | -1.4% |
| Q2 2016 | $3,952,000 | +42.6% | 125,769 | +41.8% | 0.42% | +38.4% |
| Q1 2016 | $2,772,000 | +5.1% | 88,679 | 0.0% | 0.30% | +9.0% |
| Q4 2015 | $2,638,000 | -52.1% | 88,679 | -51.6% | 0.28% | -52.4% |
| Q3 2015 | $5,506,000 | -11.1% | 183,035 | -9.4% | 0.58% | +0.5% |
| Q2 2015 | $6,192,000 | +22.9% | 201,948 | +21.7% | 0.58% | +23.7% |
| Q1 2015 | $5,037,000 | -4.3% | 166,004 | +1.7% | 0.47% | -9.5% |
| Q4 2014 | $5,263,000 | -19.6% | 163,149 | -15.2% | 0.52% | -12.4% |
| Q3 2014 | $6,543,000 | +4.5% | 192,323 | +12.1% | 0.59% | +11.1% |
| Q2 2014 | $6,260,000 | +1.2% | 171,557 | -0.1% | 0.53% | -3.3% |
| Q1 2014 | $6,185,000 | +1.1% | 171,706 | +0.5% | 0.55% | +0.2% |
| Q4 2013 | $6,119,000 | -0.1% | 170,822 | +0.5% | 0.55% | -3.4% |
| Q3 2013 | $6,128,000 | +4.1% | 169,994 | +0.6% | 0.57% | +4.0% |
| Q2 2013 | $5,886,000 | – | 169,035 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 564,492 | $14,547 | 2.56% |
| Checchi Capital Advisers, LLC | 659,847 | $17,004,257 | 1.58% |
| Elmwood Wealth Management, Inc. | 114,919 | $2,961,463 | 1.43% |
| Quent Capital, LLC | 347,758 | $8,961,720 | 1.40% |
| Walkner Condon Financial Advisors LLC | 129,679 | $3,341,859 | 0.89% |
| Vista Private Wealth Partners. LLC | 31,540 | $809,632 | 0.34% |
| Lunt Capital Management, Inc. | 24,102 | $621,109 | 0.33% |
| Legacy Wealth Asset Management, LLC | 26,496 | $682,802 | 0.25% |
| Martin Capital Partners, LLC | 17,665 | $455 | 0.19% |
| Windham Capital Management, LLC | 17,113 | $441,002 | 0.18% |