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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $228,000 | -16.2% | 8,078 | -14.7% | 0.01% | -25.0% |
| Q3 2021 | $272,000 | -26.7% | 9,465 | -25.2% | 0.01% | -27.3% |
| Q2 2021 | $371,000 | +28.8% | 12,646 | +27.9% | 0.01% | +22.2% |
| Q1 2021 | $288,000 | -18.2% | 9,884 | -12.4% | 0.01% | -25.0% |
| Q4 2020 | $352,000 | +11.4% | 11,286 | +6.1% | 0.01% | -7.7% |
| Q3 2020 | $316,000 | +2.6% | 10,641 | +0.0% | 0.01% | -7.1% |
| Q2 2020 | $308,000 | -0.3% | 10,640 | -4.1% | 0.01% | -22.2% |
| Q1 2020 | $309,000 | -0.6% | 11,100 | +2.9% | 0.02% | +38.5% |
| Q4 2019 | $311,000 | -13.6% | 10,791 | -13.9% | 0.01% | -23.5% |
| Q3 2019 | $360,000 | +7.5% | 12,531 | +8.0% | 0.02% | 0.0% |
| Q2 2019 | $335,000 | +1.5% | 11,600 | -2.0% | 0.02% | -10.5% |
| Q1 2019 | $330,000 | -41.9% | 11,840 | -42.4% | 0.02% | -53.7% |
| Q4 2018 | $568,000 | +1.6% | 20,555 | +0.7% | 0.04% | +24.2% |
| Q3 2018 | $559,000 | -20.0% | 20,418 | -19.0% | 0.03% | -29.8% |
| Q2 2018 | $699,000 | -5.0% | 25,197 | +1.1% | 0.05% | -13.0% |
| Q1 2018 | $736,000 | +10.3% | 24,931 | +6.3% | 0.05% | +5.9% |
| Q4 2017 | $667,000 | +49.9% | 23,459 | +48.2% | 0.05% | +37.8% |
| Q3 2017 | $445,000 | +49.8% | 15,831 | +47.1% | 0.04% | +32.1% |
| Q2 2017 | $297,000 | +6.1% | 10,761 | +2.5% | 0.03% | +3.7% |
| Q1 2017 | $280,000 | +4.9% | 10,497 | +2.1% | 0.03% | -6.9% |
| Q4 2016 | $267,000 | -19.6% | 10,283 | -10.6% | 0.03% | -25.6% |
| Q3 2016 | $332,000 | -23.3% | 11,504 | +51.8% | 0.04% | -30.4% |
| Q2 2016 | $433,000 | -84.8% | 7,580 | -85.2% | 0.06% | -85.6% |
| Q1 2016 | $2,847,000 | +586.0% | 51,067 | +536.0% | 0.39% | +570.7% |
| Q4 2015 | $415,000 | +19.3% | 8,029 | +20.3% | 0.06% | +5.5% |
| Q3 2015 | $348,000 | -17.5% | 6,674 | -17.7% | 0.06% | -5.2% |
| Q2 2015 | $422,000 | -15.6% | 8,114 | -13.8% | 0.06% | -12.1% |
| Q1 2015 | $500,000 | -17.6% | 9,416 | -14.1% | 0.07% | -17.5% |
| Q4 2014 | $607,000 | – | 10,964 | – | 0.08% | – |
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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% |