SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 152 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,196,000 | -13.7% | 219,184 | -12.3% | 0.48% | +4.6% |
| Q3 2021 | $7,181,000 | -6.8% | 250,021 | -4.8% | 0.46% | -8.8% |
| Q2 2021 | $7,704,000 | +5.0% | 262,584 | +4.3% | 0.50% | +2.5% |
| Q1 2021 | $7,336,000 | -3.0% | 251,855 | +4.0% | 0.49% | -6.1% |
| Q4 2020 | $7,563,000 | +4.6% | 242,262 | -0.6% | 0.52% | -5.4% |
| Q3 2020 | $7,230,000 | +1.9% | 243,769 | -0.7% | 0.55% | -7.9% |
| Q2 2020 | $7,092,000 | +5.5% | 245,402 | +1.4% | 0.60% | -31.3% |
| Q1 2020 | $6,723,000 | -2.3% | 241,936 | +1.3% | 0.87% | +23.6% |
| Q4 2019 | $6,879,000 | -4.5% | 238,858 | -4.8% | 0.70% | -8.0% |
| Q3 2019 | $7,200,000 | – | 250,885 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 3,921,860 | $83,300,305 | 9.05% |
| Checchi Capital Advisers, LLC | 1,463,510 | $31,084,955 | 2.88% |
| Peak Financial Management, Inc. | 277,514 | $5,894,404 | 2.14% |
| Upper Left Wealth Management, LLC | 89,595 | $1,902,998 | 1.98% |
| Baron Financial Group, LLC | 142,445 | $3,025,532 | 1.96% |
| Ackerman Capital Advisors, LLC | 314,454 | $6,679,003 | 1.86% |
| LEUTHOLD GROUP, LLC | 571,779 | $12,144,586 | 1.70% |
| Quent Capital, LLC | 386,258 | $8,204,112 | 1.28% |
| Spartan Planning & Wealth Management | 42,532 | $903,380 | 1.06% |
| Blueprint Investment Partners LLC | 150,708 | $3,201,045 | 1.03% |