SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 133 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $330,618 | +0.2% | 14,740 | +31.0% | 0.01% | 0.0% |
| Q2 2021 | $330,000 | -31.0% | 11,255 | -31.9% | 0.01% | +100.0% |
| Q2 2019 | $478,000 | +133.2% | 16,535 | +124.6% | 0.01% | +150.0% |
| Q1 2019 | $205,000 | -33.4% | 7,361 | -34.7% | 0.00% | 0.0% |
| Q3 2018 | $308,000 | -4.6% | 11,265 | -3.1% | 0.00% | 0.0% |
| Q2 2018 | $323,000 | +3.5% | 11,628 | +5.9% | 0.00% | -75.0% |
| Q4 2017 | $312,000 | +8.7% | 10,975 | +1.9% | 0.01% | -85.7% |
| Q1 2017 | $287,000 | -10.6% | 10,768 | +74.6% | 0.06% | -88.9% |
| Q3 2015 | $321,000 | – | 6,168 | – | 0.50% | – |
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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% |