SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 150 filers reported holding SPDR SERIES TRUST in Q1 2015. The put-call ratio across all filers is 1.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $276,000 | +1.5% | 9,681 | +0.3% | 0.02% | 0.0% |
| Q3 2017 | $272,000 | +0.7% | 9,648 | -1.5% | 0.02% | -9.5% |
| Q2 2017 | $270,000 | +2.7% | 9,798 | -2.0% | 0.02% | -8.7% |
| Q1 2017 | $263,000 | +9.1% | 9,996 | +6.6% | 0.02% | -4.2% |
| Q4 2016 | $241,000 | -48.9% | 9,381 | -42.6% | 0.02% | -52.0% |
| Q3 2016 | $472,000 | -2.5% | 16,336 | +94.2% | 0.05% | -9.1% |
| Q2 2016 | $484,000 | +2.8% | 8,414 | -0.9% | 0.06% | -6.8% |
| Q1 2016 | $471,000 | -0.2% | 8,489 | -7.8% | 0.06% | -6.3% |
| Q4 2015 | $472,000 | -2.5% | 9,203 | -1.8% | 0.06% | -14.9% |
| Q3 2015 | $484,000 | +3.6% | 9,373 | +3.3% | 0.07% | +8.8% |
| Q2 2015 | $467,000 | -0.4% | 9,072 | +2.7% | 0.07% | -4.2% |
| Q1 2015 | $469,000 | +4.0% | 8,833 | +9.1% | 0.07% | -4.1% |
| Q4 2014 | $451,000 | +10.8% | 8,098 | +14.2% | 0.07% | +1.4% |
| Q3 2014 | $407,000 | +10.0% | 7,091 | +16.0% | 0.07% | +7.4% |
| Q2 2014 | $370,000 | +12.5% | 6,113 | +10.1% | 0.07% | 0.0% |
| Q1 2014 | $329,000 | -5.7% | 5,550 | -8.7% | 0.07% | -8.1% |
| Q4 2013 | $349,000 | -19.4% | 6,081 | -18.1% | 0.07% | -21.3% |
| Q3 2013 | $433,000 | +2.1% | 7,428 | -0.7% | 0.09% | -6.9% |
| Q2 2013 | $424,000 | – | 7,483 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,312,213 | $37,805,000 | 5.06% |
| INNEALTA CAPITAL, LLC | 204,683 | $5,897,000 | 3.93% |
| Windham Capital Management, LLC | 402,819 | $11,605,000 | 2.51% |
| Peak Financial Management, Inc. | 383,960 | $11,062,000 | 2.36% |
| People's United Financial, Inc. | 2,959,172 | $85,254,000 | 2.33% |
| Opes Wealth Management LLC | 130,889 | $3,771,000 | 2.31% |
| MKD WEALTH COACHES, LLC | 90,970 | $2,621,000 | 2.23% |
| Blueprint Investment Partners LLC | 50,896 | $1,466,000 | 1.16% |
| LEUTHOLD GROUP, LLC | 305,946 | $8,814,000 | 1.15% |
| Pure Financial Advisors, LLC | 228,740 | $6,590,000 | 1.13% |