SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 159 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,407,239 | -47.1% | 489,983 | -43.8% | 0.03% | -46.0% |
| Q2 2023 | $19,675,867 | +1.0% | 872,544 | +3.5% | 0.05% | -3.8% |
| Q1 2023 | $19,488,819 | -68.6% | 842,942 | -69.5% | 0.05% | -70.6% |
| Q4 2022 | $62,004,226 | +886.1% | 2,764,343 | +815.7% | 0.18% | +742.9% |
| Q3 2022 | $6,288,000 | +77.1% | 301,898 | +96.9% | 0.02% | +90.9% |
| Q2 2022 | $3,550,000 | +42.3% | 153,303 | +60.0% | 0.01% | +57.1% |
| Q1 2022 | $2,495,000 | +456.9% | 95,834 | +504.5% | 0.01% | +600.0% |
| Q4 2021 | $448,000 | +49.3% | 15,854 | +55.3% | 0.00% | 0.0% |
| Q2 2021 | $300,000 | +4.2% | 10,211 | +3.2% | 0.00% | 0.0% |
| Q1 2021 | $288,000 | +7.1% | 9,895 | +14.8% | 0.00% | 0.0% |
| Q4 2020 | $269,000 | +5.9% | 8,618 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $254,000 | +2.4% | 8,570 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $248,000 | +21.6% | 8,570 | +16.8% | 0.00% | 0.0% |
| Q1 2020 | $204,000 | +20300.0% | 7,340 | +14580.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 50 | – | 0.00% | – |
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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% |