IFP Advisors, Inc - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 124 filers reported holding SPDR SERIES TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2024$1,214
+110.0%
57
+119.2%
0.00%
Q1 2024$578
-89.3%
26
-88.9%
0.00%
Q4 2023$5,424
+882.6%
234
+800.0%
0.00%
Q3 2023$552
-96.8%
26
-94.5%
0.00%
Q2 2023$17,375
+1200.5%
470
+1707.7%
0.00%
Q1 2023$1,336
+676.7%
26
-99.2%
0.00%
-100.0%
Q4 2022$172
-99.9%
3,357
-1.6%
0.01%0.0%
Q3 2022$175,0000.0%3,4120.0%0.01%
-16.7%
Q2 2022$175,000
-5.9%
3,412
-6.2%
0.01%
+200.0%
Q1 2022$186,000
+6100.0%
3,639
+4035.2%
0.00%
Q4 2021$3,000
+200.0%
88
+238.5%
0.00%
Q3 2021$1,000
-85.7%
26
-89.1%
0.00%
Q2 2021$7,000
-30.0%
238
-31.6%
0.00%
Q1 2021$10,000
-16.7%
348
-10.5%
0.00%
Q4 2020$12,0000.0%3890.0%0.00%
-100.0%
Q3 2020$12,000
+9.1%
389
+0.3%
0.00%0.0%
Q2 2020$11,000
-8.3%
388
-11.0%
0.00%0.0%
Q1 2020$12,0000.0%4360.0%0.00%0.0%
Q4 2019$12,000
-25.0%
436
-23.2%
0.00%0.0%
Q3 2019$16,000
-87.7%
568
-87.9%
0.00%
-94.4%
Q1 2019$130,000
-74.6%
4,678
-74.8%
0.02%
-41.9%
Q4 2018$512,000
-81.2%
18,589
-81.3%
0.03%
-72.1%
Q3 2018$2,722,000
-2.2%
99,413
-0.9%
0.11%
-5.1%
Q2 2018$2,783,000
+3.3%
100,293
+5.9%
0.12%
-4.1%
Q1 2018$2,694,0000.0%94,7430.0%0.12%0.0%
Q4 2017$2,694,000
-1.0%
94,743
-2.1%
0.12%
+13.0%
Q3 2017$2,720,000
-28.3%
96,820
-29.4%
0.11%
-32.9%
Q2 2017$3,792,000
+232.6%
137,232
+220.8%
0.16%
+222.0%
Q1 2017$1,140,000
-31.5%
42,776
-33.2%
0.05%
-37.5%
Q4 2016$1,665,000
-40.2%
64,078
-33.6%
0.08%
-44.8%
Q3 2016$2,782,000
+36.3%
96,477
+170.1%
0.14%
+27.2%
Q2 2016$2,041,000
+1470.0%
35,718
+663.5%
0.11%
+533.3%
Q1 2016$130,000
-85.8%
4,678
-73.6%
0.02%
-70.5%
Q4 2015$916,00017,7460.06%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 1,172,420$33,906,0004.31%
MD Financial Management Inc. 2,607,809$75,418,0003.65%
VALENTINE VENTURES LLC 98,736$2,855,0002.98%
MONROE BANK & TRUST/MI 258,800$7,484,0002.51%
Peak Financial Management, Inc. 189,637$5,484,0002.46%
Opes Wealth Management LLC 118,344$3,423,0002.34%
MKD WEALTH COACHES, LLC 89,838$2,598,0002.32%
People's United Financial, Inc. 2,647,473$76,565,0002.10%
Solstein Capital, LLC 10,000$289,0001.85%
Freedom Investment Management, Inc. 757,865$21,917,0001.84%
View complete list of SPDR SERIES TRUST shareholders