SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 145 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,852 | -67.0% | 12,187 | -59.5% | 0.04% | -31.8% |
| Q1 2022 | $784,000 | +3.2% | 30,107 | +11.9% | 0.07% | +1.5% |
| Q4 2021 | $760,000 | +15.7% | 26,898 | +17.6% | 0.06% | -9.7% |
| Q3 2021 | $657,000 | +3550.0% | 22,865 | +1.7% | 0.07% | +2300.0% |
| Q2 2021 | $18,000 | -97.0% | 22,491 | +10.7% | 0.00% | -96.1% |
| Q1 2021 | $592,000 | -2.8% | 20,319 | +4.7% | 0.08% | -11.6% |
| Q4 2020 | $609,000 | +36.9% | 19,401 | +29.8% | 0.09% | +28.4% |
| Q3 2020 | $445,000 | +22.6% | 14,947 | +19.2% | 0.07% | +6.3% |
| Q2 2020 | $363,000 | +6.8% | 12,543 | +2.7% | 0.06% | -6.0% |
| Q1 2020 | $340,000 | +13.7% | 12,219 | +17.6% | 0.07% | +28.8% |
| Q4 2019 | $299,000 | -29.0% | 10,386 | -29.2% | 0.05% | -35.0% |
| Q3 2019 | $421,000 | -24.3% | 14,661 | -23.7% | 0.08% | -25.9% |
| Q2 2019 | $556,000 | +4.3% | 19,225 | +0.6% | 0.11% | -2.7% |
| Q1 2019 | $533,000 | +1.1% | 19,105 | +0.0% | 0.11% | -13.3% |
| Q4 2018 | $527,000 | +71.1% | 19,101 | +69.7% | 0.13% | +88.2% |
| Q3 2018 | $308,000 | +5.1% | 11,255 | +6.5% | 0.07% | -2.9% |
| Q2 2018 | $293,000 | -23.3% | 10,566 | -18.3% | 0.07% | -44.9% |
| Q1 2018 | $382,000 | +44.7% | 12,929 | +39.1% | 0.13% | +47.7% |
| Q4 2017 | $264,000 | +20.5% | 9,296 | +19.3% | 0.09% | -1.1% |
| Q3 2017 | $219,000 | -6.8% | 7,790 | -8.3% | 0.09% | -18.7% |
| Q2 2017 | $235,000 | – | 8,493 | – | 0.11% | – |
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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% |