SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 154 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,126,000 | -5.7% | 42,304 | -7.9% | 0.38% | -23.5% |
| Q4 2016 | $1,194,000 | +98.0% | 45,940 | +119.9% | 0.50% | +76.9% |
| Q3 2016 | $603,000 | -49.5% | 20,894 | 0.0% | 0.28% | -49.0% |
| Q2 2016 | $1,194,000 | +2.5% | 20,894 | 0.0% | 0.55% | +2.2% |
| Q1 2016 | $1,165,000 | +8.0% | 20,894 | 0.0% | 0.54% | +24.5% |
| Q4 2015 | $1,079,000 | -0.8% | 20,894 | 0.0% | 0.43% | +3.3% |
| Q3 2015 | $1,088,000 | +0.1% | 20,894 | 0.0% | 0.42% | +26.2% |
| Q2 2015 | $1,087,000 | -2.1% | 20,894 | 0.0% | 0.33% | +163.5% |
| Q1 2015 | $1,110,000 | -4.0% | 20,894 | 0.0% | 0.13% | -69.4% |
| Q4 2014 | $1,156,000 | – | 20,894 | – | 0.41% | – |
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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% |