SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 131 filers reported holding SPDR SERIES TRUST in Q3 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% | – |
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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% |