SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 140 filers reported holding SPDR SERIES TRUST in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 3,921,860 | $83,300,305 | 9.05% |
| Checchi Capital Advisers, LLC | 1,463,510 | $31,084,955 | 2.88% |
| Peak Financial Management, Inc. | 277,514 | $5,894,404 | 2.14% |
| Upper Left Wealth Management, LLC | 89,595 | $1,902,998 | 1.98% |
| Baron Financial Group, LLC | 142,445 | $3,025,532 | 1.96% |
| Ackerman Capital Advisors, LLC | 314,454 | $6,679,003 | 1.86% |
| LEUTHOLD GROUP, LLC | 571,779 | $12,144,586 | 1.70% |
| Quent Capital, LLC | 386,258 | $8,204,112 | 1.28% |
| Spartan Planning & Wealth Management | 42,532 | $903,380 | 1.06% |
| Blueprint Investment Partners LLC | 150,708 | $3,201,045 | 1.03% |