SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 155 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,188 | -4.8% | 14,557 | +1.1% | 0.04% | -2.4% |
| Q2 2023 | $324,802 | -2.3% | 14,404 | +0.1% | 0.04% | -8.9% |
| Q1 2023 | $332,602 | +3.2% | 14,386 | +0.1% | 0.04% | -2.2% |
| Q4 2022 | $322,419 | +11.2% | 14,374 | +3.2% | 0.05% | +4.5% |
| Q3 2022 | $290,000 | -9.9% | 13,935 | +0.1% | 0.04% | +7.3% |
| Q2 2022 | $322,000 | -13.2% | 13,922 | -2.4% | 0.04% | -4.7% |
| Q1 2022 | $371,000 | -7.5% | 14,261 | +0.5% | 0.04% | -2.3% |
| Q4 2021 | $401,000 | -5.2% | 14,189 | -3.7% | 0.04% | -13.7% |
| Q3 2021 | $423,000 | -2.1% | 14,734 | +0.1% | 0.05% | -1.9% |
| Q2 2021 | $432,000 | +0.9% | 14,725 | +0.1% | 0.05% | -8.8% |
| Q1 2021 | $428,000 | -5.1% | 14,704 | +1.9% | 0.06% | -9.5% |
| Q4 2020 | $451,000 | -3.6% | 14,431 | -8.5% | 0.06% | -16.0% |
| Q3 2020 | $468,000 | +2.6% | 15,771 | -0.1% | 0.08% | -5.1% |
| Q2 2020 | $456,000 | +4.3% | 15,787 | +0.5% | 0.08% | -16.0% |
| Q1 2020 | $437,000 | -36.6% | 15,711 | -34.3% | 0.09% | -18.3% |
| Q4 2019 | $689,000 | +0.7% | 23,922 | +0.3% | 0.12% | -10.2% |
| Q3 2019 | $684,000 | -4.5% | 23,849 | -3.6% | 0.13% | -12.3% |
| Q2 2019 | $716,000 | +7.8% | 24,752 | +3.9% | 0.15% | +28.1% |
| Q1 2019 | $664,000 | +1.2% | 23,821 | +0.3% | 0.11% | -15.6% |
| Q4 2018 | $656,000 | +4.5% | 23,742 | +3.4% | 0.14% | +27.4% |
| Q3 2018 | $628,000 | -7.9% | 22,952 | -6.6% | 0.11% | -13.8% |
| Q2 2018 | $682,000 | -6.6% | 24,577 | -0.6% | 0.12% | -8.2% |
| Q1 2018 | $730,000 | +0.3% | 24,731 | -3.4% | 0.13% | +0.8% |
| Q4 2017 | $728,000 | – | 25,595 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,312,213 | $37,805,000 | 5.06% |
| INNEALTA CAPITAL, LLC | 204,683 | $5,897,000 | 3.93% |
| Windham Capital Management, LLC | 402,819 | $11,605,000 | 2.51% |
| Peak Financial Management, Inc. | 383,960 | $11,062,000 | 2.36% |
| People's United Financial, Inc. | 2,959,172 | $85,254,000 | 2.33% |
| Opes Wealth Management LLC | 130,889 | $3,771,000 | 2.31% |
| MKD WEALTH COACHES, LLC | 90,970 | $2,621,000 | 2.23% |
| Blueprint Investment Partners LLC | 50,896 | $1,466,000 | 1.16% |
| LEUTHOLD GROUP, LLC | 305,946 | $8,814,000 | 1.15% |
| Pure Financial Advisors, LLC | 228,740 | $6,590,000 | 1.13% |