SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 155 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,591 | -0.0% | 12,551 | +6.1% | 0.21% | +0.5% |
| Q2 2023 | $266,646 | -3.7% | 11,824 | -1.2% | 0.21% | -7.0% |
| Q1 2023 | $276,751 | +2.1% | 11,970 | -1.1% | 0.23% | -6.1% |
| Q4 2022 | $271,000 | +21.5% | 12,104 | +12.9% | 0.24% | +11.4% |
| Q3 2022 | $223,000 | -9.7% | 10,722 | +0.4% | 0.22% | -5.6% |
| Q2 2022 | $247,000 | -17.7% | 10,674 | -7.4% | 0.23% | -12.8% |
| Q1 2022 | $300,000 | -8.5% | 11,532 | -0.5% | 0.27% | +0.4% |
| Q4 2021 | $328,000 | +10.1% | 11,586 | +11.8% | 0.26% | +2.3% |
| Q3 2021 | $298,000 | +5.3% | 10,359 | +7.4% | 0.26% | +1.6% |
| Q2 2021 | $283,000 | +9.7% | 9,642 | +8.8% | 0.26% | +2.4% |
| Q1 2021 | $258,000 | – | 8,863 | – | 0.25% | – |
Download | ||||||
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% |