SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 131 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,504 | +158.4% | 70,821 | +174.3% | 0.07% | +180.0% |
| Q2 2023 | $582 | +44.8% | 25,819 | +44.0% | 0.02% | +25.0% |
| Q4 2022 | $402 | -99.8% | 17,926 | +70.2% | 0.02% | +66.7% |
| Q3 2022 | $219,000 | -92.7% | 10,530 | -90.8% | 0.01% | -88.3% |
| Q1 2022 | $2,992,000 | +84.6% | 114,961 | +103.7% | 0.10% | +58.5% |
| Q3 2021 | $1,621,000 | +61.8% | 56,426 | +65.2% | 0.06% | +30.0% |
| Q2 2021 | $1,002,000 | +16.9% | 34,147 | +16.2% | 0.05% | +8.7% |
| Q1 2021 | $857,000 | -63.7% | 29,397 | -63.1% | 0.05% | -73.7% |
| Q3 2020 | $2,363,000 | +118.6% | 79,655 | +104.9% | 0.18% | +196.6% |
| Q1 2020 | $1,081,000 | – | 38,880 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 235,681 | $13,608,000 | 10.59% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 128,525 | $7,421,000 | 4.37% |
| Counsel Portfolio Services Inc. | 691,841 | $39,947,000 | 4.10% |
| LifePlan Financial Group, Inc | 102,378 | $5,911,000 | 4.03% |
| Advisory Alpha, LLC | 89,999 | $5,197,000 | 3.72% |
| LEUTHOLD GROUP, LLC | 687,719 | $39,709,000 | 3.56% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,658,567 | $95,766,000 | 2.93% |
| Pure Financial Advisors, LLC | 107,988 | $6,235,000 | 2.73% |
| FCG ADVISORS, LLC | 65,592 | $3,935,000 | 2.65% |
| IBBOTSON ASSOCIATES INC | 17,843 | $1,030,000 | 2.26% |