Perigon Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 189 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2020$213,000
-84.0%
6,821
-85.8%
0.02%
-93.8%
Q2 2018$1,334,000
+31.0%
48,087
+39.5%
0.40%
+6.9%
Q1 2018$1,018,000
+25.8%
34,483
+21.2%
0.38%
+24.2%
Q4 2017$809,000
-0.6%
28,457
-1.8%
0.30%
+14.4%
Q3 2017$814,000
+42.1%
28,990
+39.9%
0.26%
+111.2%
Q2 2017$573,000
+28550.0%
20,722
+26466.7%
0.12%
+12400.0%
Q3 2016$2,000780.00%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2018
NameSharesValueWeighting ↓
Perella Weinberg Partners Capital Management LP 1,978,879$56,853,0008.65%
Checchi Capital Advisers, LLC 1,121,747$32,228,0003.19%
Baron Financial Group, LLC 159,315$4,577,120,0002.78%
Advisory Services & Investments, LLC 136,651$3,926,0002.58%
Peak Financial Management, Inc. 232,263$6,673,0002.26%
MD Financial Management Inc. 1,886,106$54,188,0001.37%
Money Design Co.,Ltd. 404,031$11,608,0000.96%
LEUTHOLD GROUP, LLC 248,718$7,146,0000.88%
Opes Wealth Management LLC 81,302$2,336,0000.83%
IndexIQ Advisors LLC 852,356$24,488,0000.82%
View complete list of SPDR SERIES TRUST shareholders