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 ↓
Perella Weinberg Partners Capital Management LP 2,367,865$70,254,00015.87%
Aurora Private Wealth, Inc. 357,803$10,616,0004.54%
Baron Financial Group, LLC 122,195$3,625,526,0003.41%
Checchi Capital Advisers, LLC 862,709$25,597,0002.84%
Peak Financial Management, Inc. 192,611$5,715,0002.47%
Ferguson Shapiro LLC 119,658$3,550,0002.43%
BTS Asset Management, Inc. 5,976$177,0002.06%
Q3 Asset Management 77,622$2,303,0001.87%
MD Financial Management Inc. 1,431,370$42,469,0001.71%
Opes Wealth Management LLC 97,895$2,905,0001.39%
View complete list of SPDR SERIES TRUST shareholders