SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 167 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,072,537 | -18.4% | 46,390 | -20.8% | 0.78% | -23.7% |
| Q4 2022 | $1,314,398 | +288.9% | 58,600 | +397.0% | 1.03% | +206.0% |
| Q4 2019 | $338,000 | -45.8% | 11,790 | -45.6% | 0.34% | -42.5% |
| Q3 2019 | $624,000 | +118.2% | 21,674 | +119.3% | 0.58% | +113.9% |
| Q2 2019 | $286,000 | -77.2% | 9,884 | -78.2% | 0.27% | -82.9% |
| Q4 2018 | $1,253,000 | -77.3% | 45,389 | -75.7% | 1.60% | -74.5% |
| Q2 2018 | $5,516,000 | 0.0% | 186,905 | 0.0% | 6.27% | +33.8% |
| Q1 2018 | $5,516,000 | +37.4% | 186,905 | +32.3% | 4.68% | +35.1% |
| Q4 2017 | $4,015,000 | – | 141,226 | – | 3.47% | – |
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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% |