SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 152 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,352 | -11.3% | 28,171 | -5.8% | 0.22% | -6.4% |
| Q2 2023 | $674,222 | +0.5% | 29,899 | +3.1% | 0.24% | -2.9% |
| Q1 2023 | $670,665 | -1.1% | 29,008 | -4.0% | 0.24% | -6.2% |
| Q4 2022 | $678,014 | +3.7% | 30,228 | -3.7% | 0.26% | -9.8% |
| Q3 2022 | $654,000 | -10.4% | 31,381 | -0.5% | 0.29% | -3.4% |
| Q2 2022 | $730,000 | -11.2% | 31,530 | -0.2% | 0.30% | +1.0% |
| Q1 2022 | $822,000 | -2.4% | 31,588 | +6.1% | 0.29% | +2.8% |
| Q4 2021 | $842,000 | +22.4% | 29,781 | +24.3% | 0.28% | -9.5% |
| Q3 2021 | $688,000 | -1.1% | 23,955 | +1.1% | 0.32% | +1.9% |
| Q2 2021 | $696,000 | +2.4% | 23,701 | +1.6% | 0.31% | -1.6% |
| Q1 2021 | $680,000 | +3.8% | 23,338 | +11.3% | 0.31% | -4.8% |
| Q4 2020 | $655,000 | – | 20,970 | – | 0.33% | – |
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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% |