SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 131 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,163 | +2.0% | 54,038 | +7.9% | 0.27% | +9.2% |
| Q2 2023 | $1,140 | +66.7% | 50,098 | +73.6% | 0.25% | +69.4% |
| Q1 2023 | $684 | +1.2% | 28,855 | -1.5% | 0.15% | -2.6% |
| Q4 2022 | $676 | -99.9% | 29,293 | +35.5% | 0.15% | +19.8% |
| Q3 2022 | $478,000 | +12.2% | 21,615 | +17.4% | 0.13% | +24.8% |
| Q2 2022 | $426,000 | +18.3% | 18,411 | +36.3% | 0.10% | +42.3% |
| Q1 2022 | $360,000 | -25.2% | 13,503 | -18.4% | 0.07% | -34.3% |
| Q4 2021 | $481,000 | +39.4% | 16,556 | +38.0% | 0.11% | +20.0% |
| Q3 2021 | $345,000 | – | 11,998 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,229,569 | $35,289,000 | 4.59% |
| Invst, LLC | 299,993 | $8,586,000 | 3.87% |
| VALENTINE VENTURES LLC | 96,820 | $2,779,000 | 2.99% |
| MKD WEALTH COACHES, LLC | 90,683 | $2,603,000 | 2.70% |
| Peak Financial Management, Inc. | 385,250 | $11,056,000 | 2.46% |
| Opes Wealth Management LLC | 123,826 | $3,554,000 | 2.35% |
| MD Financial Management Inc. | 1,472,899 | $42,272,000 | 2.22% |
| People's United Financial, Inc. | 2,573,265 | $73,853,000 | 2.10% |
| Pure Financial Advisors, LLC | 236,876 | $6,798,000 | 1.23% |
| Money Design Co.,Ltd. | 187,270 | $5,375,000 | 1.13% |