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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $0 | -100.0% | 500 | -96.0% | 0.00% | – |
| Q4 2016 | $1,000 | -83.3% | 12,500 | -6.7% | 0.00% | – |
| Q3 2016 | $6,000 | -95.3% | 13,400 | +495.6% | 0.00% | -100.0% |
| Q2 2016 | $128,000 | -2.3% | 2,250 | -4.7% | 0.01% | -22.2% |
| Q1 2016 | $131,000 | +4266.7% | 2,360 | +3900.0% | 0.01% | – |
| Q4 2015 | $3,000 | – | 59 | – | 0.00% | – |
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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% |