SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 143 filers reported holding SPDR SERIES TRUST in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $716,522 | -14.5% | 31,945 | -20.6% | 0.03% | -16.1% |
| Q3 2022 | $838,000 | -9.2% | 40,216 | +1.0% | 0.03% | -8.8% |
| Q2 2022 | $923,000 | +28.9% | 39,830 | +44.9% | 0.03% | +47.8% |
| Q1 2022 | $716,000 | -30.6% | 27,482 | -24.7% | 0.02% | -25.8% |
| Q4 2021 | $1,032,000 | -3.6% | 36,501 | -2.0% | 0.03% | -8.8% |
| Q3 2021 | $1,070,000 | -7.4% | 37,251 | -5.4% | 0.03% | -8.1% |
| Q2 2021 | $1,156,000 | +4.1% | 39,390 | +3.4% | 0.04% | 0.0% |
| Q1 2021 | $1,111,000 | +75.0% | 38,106 | +87.6% | 0.04% | +60.9% |
| Q4 2020 | $635,000 | -0.3% | 20,316 | -5.3% | 0.02% | -11.5% |
| Q3 2020 | $637,000 | +3.2% | 21,457 | +0.6% | 0.03% | -3.7% |
| Q2 2020 | $617,000 | +49.4% | 21,322 | +43.3% | 0.03% | -12.9% |
| Q1 2020 | $413,000 | -3.7% | 14,883 | +0.1% | 0.03% | +29.2% |
| Q4 2019 | $429,000 | +2.6% | 14,874 | +2.3% | 0.02% | 0.0% |
| Q3 2019 | $418,000 | – | 14,543 | – | 0.02% | – |
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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% |