SOA Wealth Advisors, LLC. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 141 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2022$25,000
-10.7%
1,225
+0.3%
0.01%0.0%
Q2 2022$28,000
-9.7%
1,221
+0.2%
0.01%0.0%
Q1 2022$31,000
-8.8%
1,218
+0.2%
0.01%0.0%
Q4 2021$34,0000.0%1,216
+0.2%
0.01%
-11.1%
Q3 2021$34,000
-2.9%
1,213
+0.2%
0.01%0.0%
Q2 2021$35,0000.0%1,210
+0.2%
0.01%
-10.0%
Q1 2021$35,000
-28.6%
1,207
-25.1%
0.01%
-23.1%
Q4 2020$49,0001,6110.01%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 1,229,569$35,289,0004.59%
Invst, LLC 299,993$8,586,0003.87%
VALENTINE VENTURES LLC 96,820$2,779,0002.99%
MKD WEALTH COACHES, LLC 90,683$2,603,0002.70%
Peak Financial Management, Inc. 385,250$11,056,0002.46%
Opes Wealth Management LLC 123,826$3,554,0002.35%
MD Financial Management Inc. 1,472,899$42,272,0002.22%
People's United Financial, Inc. 2,573,265$73,853,0002.10%
Pure Financial Advisors, LLC 236,876$6,798,0001.23%
Money Design Co.,Ltd. 187,270$5,375,0001.13%
View complete list of SPDR SERIES TRUST shareholders