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 | 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% |