SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 2 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,540 | -5.0% | 355 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,941 | -2.9% | 355 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,176 | +2.7% | 355 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $7,963 | -0.5% | 355 | -12.3% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 405 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 405 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $11,000 | 0.0% | 405 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | -8.3% | 405 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $12,000 | 0.0% | 405 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | – | 405 | – | 0.01% | – |
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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% |