SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 145 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,002 | +5.4% | 45 | 0.0% | 0.00% | -100.0% |
| Q3 2023 | $951 | -5.6% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,007 | -58.4% | 45 | -57.1% | 0.00% | 0.0% |
| Q1 2023 | $2,423 | +3.4% | 105 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $2,344 | +17.2% | 105 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $2,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -33.3% | 105 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 105 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | -78.6% | 105 | -78.8% | 0.00% | -82.4% |
| Q1 2020 | $14,000 | -30.0% | 495 | -28.8% | 0.02% | -10.5% |
| Q4 2019 | $20,000 | – | 695 | – | 0.02% | – |
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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% |