Steward Partners Investment Advisory, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 159 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$37,828
-5.8%
1,7810.0%0.00%0.0%
Q2 2023$40,162
-10.8%
1,781
-8.6%
0.00%0.0%
Q1 2023$45,038
-38.2%
1,948
-40.1%
0.00%0.0%
Q4 2022$72,898
-92.8%
3,250
-93.3%
0.00%
-94.7%
Q3 2022$1,007,000
-44.1%
48,365
-37.8%
0.02%
-42.4%
Q2 2022$1,800,000
-8.5%
77,710
+2.8%
0.03%
+10.0%
Q1 2022$1,968,000
+420.6%
75,611
+465.4%
0.03%
+400.0%
Q4 2021$378,000
+30.8%
13,374
+32.8%
0.01%
+20.0%
Q3 2021$289,000
+16.1%
10,071
+18.7%
0.01%
+25.0%
Q2 2021$249,000
-99.9%
8,483
-44.3%
0.00%0.0%
Q1 2021$444,076,000
+338889.3%
15,240
+264.4%
0.00%
+33.3%
Q4 2020$131,000
+17.0%
4,182
+10.6%
0.00%0.0%
Q3 2020$112,000
-9.7%
3,780
-11.6%
0.00%
-25.0%
Q2 2020$124,000
-90.1%
4,274
-90.6%
0.00%
-91.3%
Q1 2020$1,257,000
+37.5%
45,246
+42.6%
0.05%
+70.4%
Q4 2019$914,000
+6.5%
31,731
+6.1%
0.03%
-6.9%
Q3 2019$858,000
+22.0%
29,898
+22.8%
0.03%
+11.5%
Q2 2019$703,000
+23.6%
24,342
+19.3%
0.03%
+8.3%
Q1 2019$569,000
-10.1%
20,407
-11.0%
0.02%
-22.6%
Q4 2018$633,000
+681.5%
22,940
+673.4%
0.03%
+675.0%
Q3 2018$81,000
+26.6%
2,966
+29.2%
0.00%0.0%
Q2 2018$64,000
+326.7%
2,296
+333.2%
0.00%
+300.0%
Q1 2018$15,0000.0%5300.0%0.00%0.0%
Q4 2017$15,000
+7.1%
5300.0%0.00%0.0%
Q3 2017$14,000
-51.7%
530
-49.8%
0.00%
-66.7%
Q2 2017$29,000
+262.5%
1,055
+240.3%
0.00%
+200.0%
Q1 2017$8,0000.0%3100.0%0.00%
-75.0%
Q4 2016$8,0003100.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 1,312,213$37,805,0005.06%
INNEALTA CAPITAL, LLC 204,683$5,897,0003.93%
Windham Capital Management, LLC 402,819$11,605,0002.51%
Peak Financial Management, Inc. 383,960$11,062,0002.36%
People's United Financial, Inc. 2,959,172$85,254,0002.33%
Opes Wealth Management LLC 130,889$3,771,0002.31%
MKD WEALTH COACHES, LLC 90,970$2,621,0002.23%
Blueprint Investment Partners LLC 50,896$1,466,0001.16%
LEUTHOLD GROUP, LLC 305,946$8,814,0001.15%
Pure Financial Advisors, LLC 228,740$6,590,0001.13%
View complete list of SPDR SERIES TRUST shareholders