SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 140 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,641,119 | +1.6% | 77,280 | +7.9% | 0.44% | +1.9% |
| Q2 2023 | $1,614,798 | -2.7% | 71,637 | -0.2% | 0.43% | -8.2% |
| Q1 2023 | $1,659,676 | +4.4% | 71,791 | +1.4% | 0.46% | -2.1% |
| Q4 2022 | $1,589,351 | +122.0% | 70,821 | +106.0% | 0.48% | +105.6% |
| Q3 2022 | $716,000 | -10.2% | 34,380 | -0.2% | 0.23% | -7.2% |
| Q2 2022 | $797,000 | -99.9% | 34,440 | +0.1% | 0.25% | -2.0% |
| Q1 2022 | $895,000,000 | -9.9% | 34,390 | -2.1% | 0.25% | -60.7% |
| Q4 2021 | $993,000,000 | +102588.7% | 35,121 | +4.6% | 0.65% | +35.7% |
| Q3 2021 | $967,000 | +43.9% | 33,592 | +46.7% | 0.48% | +93.5% |
| Q2 2021 | $672,000 | +3.5% | 22,893 | +2.7% | 0.25% | -2.4% |
| Q1 2021 | $649,000 | -3.0% | 22,283 | +4.1% | 0.25% | -12.5% |
| Q4 2020 | $669,000 | -1.6% | 21,412 | -6.6% | 0.29% | -20.9% |
| Q3 2020 | $680,000 | – | 22,932 | – | 0.36% | – |
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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% |