Advisory Services & Investments, LLC - SPDR SERIES TRUST ownership

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
Advisory Services & Investments, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2022$338,000
-90.8%
13,000
-90.0%
0.27%
-88.3%
Q4 2021$3,666,000
-6.6%
129,662
-5.1%
2.34%
-9.0%
Q3 2021$3,926,000
+2.9%
136,651
+5.1%
2.58%
-7.3%
Q2 2021$3,815,000
+20.3%
129,989
+19.5%
2.78%
+7.9%
Q1 2021$3,171,000108,8042.58%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 1,312,213$37,805,0005.06%
INNEALTA CAPITAL, LLC 204,683$5,897,0003.93%
Windham Capital Management, LLC 402,819$11,605,0002.51%
Peak Financial Management, Inc. 383,960$11,062,0002.36%
People's United Financial, Inc. 2,959,172$85,254,0002.33%
Opes Wealth Management LLC 130,889$3,771,0002.31%
MKD WEALTH COACHES, LLC 90,970$2,621,0002.23%
Blueprint Investment Partners LLC 50,896$1,466,0001.16%
LEUTHOLD GROUP, LLC 305,946$8,814,0001.15%
Pure Financial Advisors, LLC 228,740$6,590,0001.13%
View complete list of SPDR SERIES TRUST shareholders