WealthPLAN Partners, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 154 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2023$20,160
-2.5%
8940.0%0.00%
+50.0%
Q1 2023$20,669
-100.0%
894
-78.7%
0.00%
-94.9%
Q3 2016$119,883,000
+129.1%
4,202
+23.8%
0.04%
+457.1%
Q2 2016$52,318,000
-34.7%
3,395
+40.3%
0.01%
-46.2%
Q4 2015$80,122,0002,4190.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2016
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 1,229,569$35,289,0004.59%
Invst, LLC 299,993$8,586,0003.87%
VALENTINE VENTURES LLC 96,820$2,779,0002.99%
MKD WEALTH COACHES, LLC 90,683$2,603,0002.70%
Peak Financial Management, Inc. 385,250$11,056,0002.46%
Opes Wealth Management LLC 123,826$3,554,0002.35%
MD Financial Management Inc. 1,472,899$42,272,0002.22%
People's United Financial, Inc. 2,573,265$73,853,0002.10%
Pure Financial Advisors, LLC 236,876$6,798,0001.23%
Money Design Co.,Ltd. 187,270$5,375,0001.13%
View complete list of SPDR SERIES TRUST shareholders