SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 159 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $940,953 | -17.0% | 44,301 | -11.9% | 0.01% | -18.2% |
| Q2 2023 | $1,133,949 | -6.4% | 50,286 | -4.0% | 0.01% | -15.4% |
| Q1 2023 | $1,211,364 | +61.6% | 52,395 | +56.8% | 0.01% | +85.7% |
| Q4 2022 | $749,431 | -99.9% | 33,412 | -39.9% | 0.01% | +16.7% |
| Q3 2022 | $579,579,000 | +94294.0% | 55,616 | +109.8% | 0.01% | 0.0% |
| Q2 2022 | $614,000 | +26.3% | 26,503 | +42.0% | 0.01% | +20.0% |
| Q1 2022 | $486,000 | -19.7% | 18,660 | -12.7% | 0.01% | -16.7% |
| Q4 2021 | $605,000 | -26.2% | 21,386 | -25.0% | 0.01% | -25.0% |
| Q3 2021 | $820,000 | -3.0% | 28,529 | -1.0% | 0.01% | -20.0% |
| Q2 2021 | $845,000 | -52.0% | 28,807 | -52.3% | 0.01% | -54.5% |
| Q1 2021 | $1,759,000 | -12.0% | 60,368 | -5.4% | 0.02% | -4.3% |
| Q4 2020 | $1,998,000 | -99.9% | 63,824 | -6.1% | 0.02% | -39.5% |
| Q3 2020 | $2,026,000,000 | – | 67,971 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,312,213 | $37,805,000 | 5.06% |
| INNEALTA CAPITAL, LLC | 204,683 | $5,897,000 | 3.93% |
| Windham Capital Management, LLC | 402,819 | $11,605,000 | 2.51% |
| Peak Financial Management, Inc. | 383,960 | $11,062,000 | 2.36% |
| People's United Financial, Inc. | 2,959,172 | $85,254,000 | 2.33% |
| Opes Wealth Management LLC | 130,889 | $3,771,000 | 2.31% |
| MKD WEALTH COACHES, LLC | 90,970 | $2,621,000 | 2.23% |
| Blueprint Investment Partners LLC | 50,896 | $1,466,000 | 1.16% |
| LEUTHOLD GROUP, LLC | 305,946 | $8,814,000 | 1.15% |
| Pure Financial Advisors, LLC | 228,740 | $6,590,000 | 1.13% |