SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 133 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $220,000 | -10.6% | 9,487 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $246,000 | -7.9% | 9,464 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $267,000 | -49.1% | 9,449 | -48.3% | 0.00% | -50.0% |
| Q3 2021 | $525,000 | -3.0% | 18,280 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $541,000 | -27.6% | 18,442 | -28.1% | 0.01% | -33.3% |
| Q1 2021 | $747,000 | -10.2% | 25,639 | -3.8% | 0.01% | -20.0% |
| Q4 2020 | $832,000 | +5.3% | 26,648 | +0.1% | 0.02% | -6.2% |
| Q3 2020 | $790,000 | +2.7% | 26,621 | +0.1% | 0.02% | -5.9% |
| Q2 2020 | $769,000 | +2.8% | 26,597 | -1.2% | 0.02% | -15.0% |
| Q1 2020 | $748,000 | -2.2% | 26,907 | +1.3% | 0.02% | +25.0% |
| Q4 2019 | $765,000 | 0.0% | 26,554 | -0.4% | 0.02% | -5.9% |
| Q3 2019 | $765,000 | +177.2% | 26,666 | +179.5% | 0.02% | +183.3% |
| Q2 2019 | $276,000 | +4.5% | 9,540 | +0.9% | 0.01% | 0.0% |
| Q1 2019 | $264,000 | -11.4% | 9,456 | -12.3% | 0.01% | -25.0% |
| Q4 2018 | $298,000 | +2.4% | 10,783 | +1.3% | 0.01% | +14.3% |
| Q3 2018 | $291,000 | -90.8% | 10,646 | -90.7% | 0.01% | -92.7% |
| Q2 2018 | $3,172,000 | +78.8% | 114,289 | +272.0% | 0.10% | +9.1% |
| Q4 2013 | $1,774,000 | -6.5% | 30,720 | -5.5% | 0.09% | -13.7% |
| Q3 2013 | $1,897,000 | +8.5% | 32,496 | +4.6% | 0.10% | +4.1% |
| Q2 2013 | $1,749,000 | – | 31,081 | – | 0.10% | – |
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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% |