SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 152 filers reported holding SPDR SERIES TRUST in Q3 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,943,000 | +29.7% | 104,780 | +27.6% | 0.02% | +28.6% |
| Q2 2017 | $2,269,000 | +46.9% | 82,132 | +41.6% | 0.01% | +40.0% |
| Q1 2017 | $1,545,000 | +8.0% | 57,993 | +5.3% | 0.01% | -9.1% |
| Q4 2016 | $1,431,000 | -26.0% | 55,080 | -17.9% | 0.01% | -26.7% |
| Q3 2016 | $1,935,000 | +0.7% | 67,093 | +99.5% | 0.02% | -6.2% |
| Q2 2016 | $1,922,000 | -34.7% | 33,631 | -36.3% | 0.02% | -38.5% |
| Q1 2016 | $2,945,000 | +92.7% | 52,830 | +78.5% | 0.03% | +85.7% |
| Q4 2015 | $1,528,000 | +4.4% | 29,598 | +5.3% | 0.01% | -6.7% |
| Q3 2015 | $1,464,000 | -23.6% | 28,121 | -23.7% | 0.02% | -21.1% |
| Q2 2015 | $1,917,000 | +10.6% | 36,852 | +13.0% | 0.02% | +5.6% |
| Q1 2015 | $1,733,000 | +4.5% | 32,622 | +8.8% | 0.02% | -5.3% |
| Q4 2014 | $1,659,000 | -13.7% | 29,985 | -10.5% | 0.02% | -17.4% |
| Q3 2014 | $1,922,000 | -55.6% | 33,508 | -53.0% | 0.02% | -56.6% |
| Q2 2014 | $4,332,000 | +3.0% | 71,230 | +0.5% | 0.05% | -8.6% |
| Q1 2014 | $4,207,000 | -44.8% | 70,851 | -46.3% | 0.06% | -47.7% |
| Q4 2013 | $7,617,000 | +97.4% | 131,925 | +99.5% | 0.11% | +76.2% |
| Q3 2013 | $3,859,000 | +17.0% | 66,113 | +12.9% | 0.06% | +8.6% |
| Q2 2013 | $3,297,000 | – | 58,574 | – | 0.06% | – |
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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% |