SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 152 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $284,000 | +2.9% | 9,104 | -2.0% | 0.13% | -8.0% |
| Q3 2020 | $276,000 | +6.2% | 9,288 | -0.6% | 0.14% | -25.8% |
| Q1 2020 | $260,000 | -20.5% | 9,343 | -18.5% | 0.19% | -4.1% |
| Q3 2019 | $327,000 | -21.2% | 11,462 | -20.3% | 0.19% | -26.5% |
| Q2 2019 | $415,000 | -25.6% | 14,377 | -28.9% | 0.26% | -37.6% |
| Q4 2018 | $558,000 | -10.7% | 20,209 | -11.5% | 0.42% | +6.5% |
| Q3 2018 | $625,000 | -11.6% | 22,843 | -10.3% | 0.40% | -20.1% |
| Q2 2018 | $707,000 | -21.7% | 25,470 | -16.6% | 0.50% | -25.3% |
| Q1 2018 | $903,000 | +3.1% | 30,534 | -0.9% | 0.66% | +1.1% |
| Q4 2017 | $876,000 | – | 30,796 | – | 0.66% | – |
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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% |