SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 131 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,268 | -7.3% | 20,587 | -1.6% | 0.01% | 0.0% |
| Q2 2023 | $471,904 | -93.3% | 20,927 | -84.2% | 0.01% | -95.3% |
| Q1 2015 | $7,048,000 | +6.8% | 132,689 | +11.2% | 0.19% | +1.1% |
| Q4 2014 | $6,601,000 | -3.4% | 119,309 | +0.1% | 0.19% | -6.4% |
| Q3 2014 | $6,836,000 | -2.4% | 119,151 | +3.5% | 0.20% | -3.8% |
| Q2 2014 | $7,003,000 | -2.7% | 115,168 | -5.0% | 0.21% | -2.3% |
| Q1 2014 | $7,197,000 | -26.8% | 121,202 | -28.8% | 0.22% | -31.2% |
| Q4 2013 | $9,830,000 | -2.4% | 170,246 | -1.3% | 0.31% | -11.3% |
| Q3 2013 | $10,067,000 | +11.9% | 172,479 | +7.9% | 0.35% | +1.7% |
| Q2 2013 | $8,998,000 | – | 159,871 | – | 0.35% | – |
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% |