SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 137 filers reported holding SPDR SERIES TRUST in Q2 2022. 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 | 1,312,213 | $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% |