Elmwood Wealth Management, Inc. - SPDR SERIES TRUST ownership

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
Elmwood Wealth Management, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2021$26,000
-3.7%
9320.0%0.01%
-14.3%
Q2 2021$27,0000.0%9320.0%0.01%
-12.5%
Q1 2021$27,000
+22.7%
932
+22.3%
0.02%
-11.1%
Q3 2020$22,0000.0%7620.0%0.02%0.0%
Q2 2020$22,000
-99.7%
762
+190.8%
0.02%
+157.1%
Q1 2020$7,732,000
+96550.0%
2620.0%0.01%
-12.5%
Q3 2019$8,0000.0%2620.0%0.01%
+14.3%
Q2 2019$8,000
+14.3%
2620.0%0.01%
+16.7%
Q1 2019$7,0000.0%2620.0%0.01%
-14.3%
Q4 2018$7,000
-99.9%
2620.0%0.01%
+16.7%
Q3 2018$7,174,000
-1.3%
2620.0%0.01%
-14.3%
Q2 2018$7,270,000
-6.0%
2620.0%0.01%0.0%
Q1 2018$7,732,0002620.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
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