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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | – | 0 | – | 0.00% | – |
| Q2 2023 | $0 | – | 0 | – | 0.00% | – |
| Q1 2023 | $0 | – | 0 | – | 0.00% | – |
| Q4 2022 | $0 | – | 0 | – | 0.00% | – |
| Q3 2022 | $0 | – | 0 | – | 0.00% | – |
| Q2 2022 | $0 | – | 0 | – | 0.00% | – |
| Q1 2022 | $0 | – | 0 | – | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2021 | $23,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | 0.0% | 800 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $23,000 | -8.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | -19.4% | 800 | -24.1% | 0.00% | -33.3% |
| Q3 2020 | $31,000 | +3.3% | 1,054 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +3.4% | 1,054 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | -83.8% | 1,054 | -83.1% | 0.00% | -83.3% |
| Q4 2019 | $179,000 | +31.6% | 6,229 | +31.6% | 0.02% | -47.1% |
| Q3 2019 | $136,000 | -26.1% | 4,734 | -25.7% | 0.03% | +78.9% |
| Q2 2019 | $184,000 | -19.3% | 6,368 | -22.2% | 0.02% | -20.8% |
| Q1 2019 | $228,000 | -3.0% | 8,187 | -4.1% | 0.02% | -14.3% |
| Q4 2018 | $235,000 | -39.7% | 8,537 | -40.1% | 0.03% | -74.5% |
| Q3 2018 | $390,000 | – | 14,244 | – | 0.11% | – |
Download | ||||||
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% |