SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 155 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $202,232 | -77.1% | 8,747 | -77.8% | 0.19% | -79.2% |
| Q4 2022 | $882,345 | +1.8% | 39,338 | -5.5% | 0.93% | -1.8% |
| Q3 2022 | $867,000 | -8.2% | 41,607 | +2.1% | 0.95% | -4.9% |
| Q2 2022 | $944,000 | +5.9% | 40,739 | +19.1% | 1.00% | +17.5% |
| Q1 2022 | $891,000 | +8.3% | 34,214 | +17.5% | 0.85% | +6.7% |
| Q4 2021 | $823,000 | – | 29,116 | – | 0.79% | – |
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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% |