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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275 | -15.1% | 9,668 | -33.2% | 0.04% | -11.4% |
| Q2 2023 | $324 | -2.4% | 14,471 | -0.2% | 0.04% | -4.3% |
| Q1 2023 | $332 | -0.9% | 14,493 | -3.0% | 0.05% | 0.0% |
| Q4 2022 | $335 | -99.9% | 14,944 | +0.1% | 0.05% | -6.1% |
| Q3 2022 | $313,000 | -8.5% | 14,924 | +1.1% | 0.05% | -3.9% |
| Q2 2022 | $342,000 | -10.0% | 14,768 | +1.7% | 0.05% | 0.0% |
| Q1 2022 | $380,000 | -3.8% | 14,521 | +2.6% | 0.05% | 0.0% |
| Q4 2021 | $395,000 | -4.4% | 14,151 | -2.0% | 0.05% | -7.3% |
| Q3 2021 | $413,000 | -2.1% | 14,437 | +1.1% | 0.06% | -8.3% |
| Q2 2021 | $422,000 | -7.9% | 14,280 | -2.9% | 0.06% | -16.7% |
| Q1 2021 | $458,000 | 0.0% | 14,714 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $458,000 | +2.7% | 14,714 | -2.2% | 0.07% | -10.0% |
| Q3 2020 | $446,000 | +15.5% | 15,045 | +12.6% | 0.08% | +8.1% |
| Q2 2020 | $386,000 | -63.6% | 13,359 | -64.4% | 0.07% | -12.9% |
| Q1 2020 | $1,061,000 | +100.6% | 37,566 | +104.8% | 0.08% | +28.8% |
| Q4 2019 | $529,000 | +46.1% | 18,346 | +45.9% | 0.07% | +6.5% |
| Q3 2019 | $362,000 | +0.6% | 12,578 | +1.0% | 0.06% | +1.6% |
| Q2 2019 | $360,000 | +3.7% | 12,449 | +0.2% | 0.06% | +7.0% |
| Q1 2019 | $347,000 | +4.8% | 12,428 | +3.4% | 0.06% | -8.1% |
| Q4 2018 | $331,000 | – | 12,016 | – | 0.06% | – |
Download | ||||||
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% |