SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 140 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $184 | -5.2% | 8,651 | +0.6% | 0.14% | -6.1% |
| Q2 2023 | $194 | +0.5% | 8,602 | +3.0% | 0.15% | -11.9% |
| Q1 2023 | $193 | -48.4% | 8,351 | -50.0% | 0.17% | +10.5% |
| Q4 2022 | $374 | -99.7% | 16,706 | +149.8% | 0.15% | +24.6% |
| Q3 2022 | $139,000 | -10.9% | 6,688 | -0.9% | 0.12% | -1.6% |
| Q2 2022 | $156,000 | -12.8% | 6,752 | -1.9% | 0.12% | +4.2% |
| Q1 2022 | $179,000 | +73.8% | 6,882 | +88.0% | 0.12% | -17.4% |
| Q4 2021 | $103,000 | – | 3,660 | – | 0.14% | – |
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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% |