Morningstar Investment Services LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 147 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2021$361,000
+68.7%
12,356
+80.2%
0.01%
+66.7%
Q4 2020$214,000
-88.6%
6,857
-89.1%
0.00%
-89.7%
Q3 2020$1,879,000
+761.9%
63,067
+737.5%
0.03%
+625.0%
Q2 2020$218,000
+5.8%
7,530
+1.1%
0.00%0.0%
Q1 2020$206,000
-7.2%
7,448
-3.4%
0.00%
+33.3%
Q4 2019$222,000
+3.7%
7,713
+3.3%
0.00%
-25.0%
Q3 2019$214,000
-8.2%
7,463
-7.5%
0.00%0.0%
Q2 2019$233,000
+6.9%
8,066
+3.1%
0.00%0.0%
Q1 2019$218,000
+8.5%
7,820
+7.2%
0.00%0.0%
Q4 2018$201,000
-65.2%
7,298
-64.9%
0.00%
-63.6%
Q2 2018$577,000
+7.4%
20,777
+14.3%
0.01%
+10.0%
Q1 2018$537,000
-25.4%
18,182
-28.2%
0.01%
-28.6%
Q4 2017$720,000
+128.6%
25,335
+125.7%
0.01%
+100.0%
Q3 2017$315,000
+0.6%
11,223
-1.1%
0.01%0.0%
Q2 2017$313,000
+42.9%
11,353
+38.2%
0.01%
+16.7%
Q1 2017$219,000
+9.0%
8,214
+6.0%
0.01%
-14.3%
Q4 2016$201,000
-98.6%
7,748
-98.5%
0.01%
-98.3%
Q3 2016$14,485,000
-9.2%
502,261
+80.9%
0.42%
-16.9%
Q2 2016$15,960,000
+21.3%
277,712
+17.6%
0.50%
+11.3%
Q1 2016$13,160,000236,0920.45%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2020
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 1,229,569$35,289,0004.59%
Invst, LLC 299,993$8,586,0003.87%
VALENTINE VENTURES LLC 96,820$2,779,0002.99%
MKD WEALTH COACHES, LLC 90,683$2,603,0002.70%
Peak Financial Management, Inc. 385,250$11,056,0002.46%
Opes Wealth Management LLC 123,826$3,554,0002.35%
MD Financial Management Inc. 1,472,899$42,272,0002.22%
People's United Financial, Inc. 2,573,265$73,853,0002.10%
Pure Financial Advisors, LLC 236,876$6,798,0001.23%
Money Design Co.,Ltd. 187,270$5,375,0001.13%
View complete list of SPDR SERIES TRUST shareholders