CWM, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 146 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$3
-25.0%
1570.0%0.00%
Q2 2023$40.0%157
+0.6%
0.00%
Q1 2023$4
-81.8%
156
-84.0%
0.00%
Q4 2022$22
-99.9%
976
-13.2%
0.00%
Q3 2022$23,000
+360.0%
1,125
+462.5%
0.00%
Q2 2022$5,000
-37.5%
200
-37.3%
0.00%
Q1 2022$8,000
-20.0%
319
-11.9%
0.00%
Q4 2021$10,000
+66.7%
362
+93.6%
0.00%
Q2 2021$6,0000.0%1870.0%0.00%
Q1 2021$6,0000.0%1870.0%0.00%
Q4 2020$6,0000.0%1870.0%0.00%
Q3 2020$6,0000.0%1870.0%0.00%
Q2 2020$6,0000.0%1870.0%0.00%
Q1 2020$6,0000.0%1870.0%0.00%
Q4 2019$6,0000.0%1870.0%0.00%
Q3 2019$6,0000.0%1870.0%0.00%
Q2 2019$6,0000.0%1870.0%0.00%
Q1 2019$6,000
-82.9%
187
-85.4%
0.00%
-100.0%
Q4 2018$35,000
-47.0%
1,280
-46.6%
0.00%
-50.0%
Q3 2018$66,000
-91.0%
2,398
-90.9%
0.00%
-91.7%
Q2 2018$731,000
-33.0%
26,336
-28.7%
0.02%
-44.2%
Q1 2018$1,091,000
-57.9%
36,961
-59.5%
0.04%
-62.6%
Q4 2017$2,593,000
-0.3%
91,214
-1.5%
0.12%
-6.5%
Q3 2017$2,601,000
-10.9%
92,580
-12.3%
0.12%
-18.0%
Q2 2017$2,918,000
+36375.0%
105,610
+34189.0%
0.15%
Q1 2017$8,000
-99.1%
308
-99.1%
0.00%
-100.0%
Q4 2016$883,000
+10.8%
33,979
+22.9%
0.05%
-1.8%
Q3 2016$797,000
-91.4%
27,642
-83.0%
0.06%
-91.9%
Q2 2016$9,278,000
+40239.1%
162,342
+39885.7%
0.68%
+33750.0%
Q1 2016$23,000
-58.2%
406
-61.7%
0.00%
-60.0%
Q4 2015$55,000
-86.8%
1,060
-86.8%
0.01%
-88.1%
Q3 2015$417,0008,0010.04%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
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