Clearstead Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 149 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$136,150
+88.4%
6,410
+100.0%
0.00%0.0%
Q2 2023$72,273
-2.5%
3,2050.0%0.00%
-20.0%
Q1 2023$74,100
+3.1%
3,2050.0%0.01%
-16.7%
Q4 2022$71,888
+7.3%
3,2050.0%0.01%0.0%
Q3 2022$67,000
-9.5%
3,2050.0%0.01%0.0%
Q2 2022$74,000
-10.8%
3,2050.0%0.01%0.0%
Q1 2022$83,000
-8.8%
3,2050.0%0.01%0.0%
Q4 2021$91,000
-1.1%
3,2050.0%0.01%
-14.3%
Q3 2021$92,000
-2.1%
3,2050.0%0.01%0.0%
Q2 2021$94,000
+1.1%
3,2050.0%0.01%
-12.5%
Q1 2021$93,000
-7.0%
3,2050.0%0.01%
-11.1%
Q4 2020$100,000
+5.3%
3,2050.0%0.01%
-10.0%
Q3 2020$95,000
+2.2%
3,2050.0%0.01%
-9.1%
Q2 2020$93,000
+4.5%
3,2050.0%0.01%
-15.4%
Q1 2020$89,0003,2050.01%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2020
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 1,229,569$35,289,0004.59%
Invst, LLC 299,993$8,586,0003.87%
VALENTINE VENTURES LLC 96,820$2,779,0002.99%
MKD WEALTH COACHES, LLC 90,683$2,603,0002.70%
Peak Financial Management, Inc. 385,250$11,056,0002.46%
Opes Wealth Management LLC 123,826$3,554,0002.35%
MD Financial Management Inc. 1,472,899$42,272,0002.22%
People's United Financial, Inc. 2,573,265$73,853,0002.10%
Pure Financial Advisors, LLC 236,876$6,798,0001.23%
Money Design Co.,Ltd. 187,270$5,375,0001.13%
View complete list of SPDR SERIES TRUST shareholders