SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 155 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $262,282 | -10.2% | 11,514 | -19.3% | 0.01% | -28.6% |
| Q3 2022 | $292,000 | -23.2% | 14,265 | -14.3% | 0.01% | -12.5% |
| Q2 2022 | $380,000 | -58.5% | 16,651 | -54.5% | 0.01% | -55.6% |
| Q1 2022 | $916,000 | -95.4% | 36,624 | -94.9% | 0.02% | -94.8% |
| Q4 2021 | $20,020,000 | +135.3% | 719,375 | +141.9% | 0.34% | +125.5% |
| Q3 2021 | $8,510,000 | -0.6% | 297,446 | +1.8% | 0.15% | -0.6% |
| Q2 2021 | $8,565,000 | +1290.4% | 292,108 | +1298.4% | 0.15% | +175.0% |
| Q1 2018 | $616,000 | +5033.3% | 20,889 | +8942.9% | 0.06% | +2700.0% |
| Q3 2015 | $12,000 | -66.7% | 231 | -66.2% | 0.00% | -60.0% |
| Q2 2015 | $36,000 | – | 683 | – | 0.01% | – |
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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% |