SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 195 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $14,000 | 0.0% | 458 | +0.4% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | -36.4% | 456 | -37.5% | 0.00% | -57.1% |
| Q1 2020 | $22,000 | +120.0% | 730 | +128.1% | 0.01% | +133.3% |
| Q4 2019 | $10,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | -99.8% | 320 | +68.4% | 0.00% | +50.0% |
| Q1 2018 | $5,578,000 | -2.8% | 190 | +84.5% | 0.00% | 0.0% |
| Q1 2016 | $5,741,000 | +8.0% | 103 | -1.0% | 0.00% | 0.0% |
| Q4 2015 | $5,318,000 | -0.9% | 104 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,364,000 | +0.1% | 104 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,360,000 | – | 104 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 3,921,860 | $83,300,305 | 9.05% |
| Checchi Capital Advisers, LLC | 1,463,510 | $31,084,955 | 2.88% |
| Peak Financial Management, Inc. | 277,514 | $5,894,404 | 2.14% |
| Upper Left Wealth Management, LLC | 89,595 | $1,902,998 | 1.98% |
| Baron Financial Group, LLC | 142,445 | $3,025,532 | 1.96% |
| Ackerman Capital Advisors, LLC | 314,454 | $6,679,003 | 1.86% |
| LEUTHOLD GROUP, LLC | 571,779 | $12,144,586 | 1.70% |
| Quent Capital, LLC | 386,258 | $8,204,112 | 1.28% |
| Spartan Planning & Wealth Management | 42,532 | $903,380 | 1.06% |
| Blueprint Investment Partners LLC | 150,708 | $3,201,045 | 1.03% |