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 2014 | $699,000 | -3.6% | 12,639 | 0.0% | 0.08% | -5.6% |
| Q3 2014 | $725,000 | -18.3% | 12,639 | -13.4% | 0.09% | +21.9% |
| Q2 2014 | $887,000 | +1.7% | 14,593 | -0.6% | 0.07% | +4.3% |
| Q1 2014 | $872,000 | -6.5% | 14,683 | -9.1% | 0.07% | -13.6% |
| Q4 2013 | $933,000 | -1.2% | 16,156 | -0.1% | 0.08% | -8.0% |
| Q3 2013 | $944,000 | -0.9% | 16,178 | -4.4% | 0.09% | -5.4% |
| Q2 2013 | $953,000 | -4.3% | 16,930 | -0.6% | 0.09% | -27.3% |
| Q1 2013 | $996,000 | – | 17,033 | – | 0.13% | – |
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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% |