Integrated Wealth Concepts LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 160 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2019$347,0000.0%12,102
+1.0%
0.04%
-13.3%
Q2 2019$347,000
+16.4%
11,983
+12.2%
0.04%
-10.0%
Q1 2019$298,000
+5.7%
10,681
+4.7%
0.05%
-35.1%
Q4 2018$282,000
-1.7%
10,200
-2.9%
0.08%
-11.5%
Q3 2018$287,000
-0.7%
10,509
+0.7%
0.09%
-12.1%
Q2 2018$289,000
+37.0%
10,431
+46.3%
0.10%
+16.5%
Q1 2018$211,0007,1310.08%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2019
NameSharesValueWeighting ↓
Perella Weinberg Partners Capital Management LP 2,367,865$70,254,00015.87%
Aurora Private Wealth, Inc. 357,803$10,616,0004.54%
Baron Financial Group, LLC 122,195$3,625,526,0003.41%
Checchi Capital Advisers, LLC 862,709$25,597,0002.84%
Peak Financial Management, Inc. 192,611$5,715,0002.47%
Ferguson Shapiro LLC 119,658$3,550,0002.43%
BTS Asset Management, Inc. 5,976$177,0002.06%
Q3 Asset Management 77,622$2,303,0001.87%
MD Financial Management Inc. 1,431,370$42,469,0001.71%
Opes Wealth Management LLC 97,895$2,905,0001.39%
View complete list of SPDR SERIES TRUST shareholders