SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 159 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,150 | +88.4% | 6,410 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $72,273 | -2.5% | 3,205 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $74,100 | +3.1% | 3,205 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $71,888 | +7.3% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $67,000 | -9.5% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $74,000 | -10.8% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $83,000 | -8.8% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $91,000 | -1.1% | 3,205 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $92,000 | -2.1% | 3,205 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $94,000 | +1.1% | 3,205 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $93,000 | -7.0% | 3,205 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $100,000 | +5.3% | 3,205 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $95,000 | +2.2% | 3,205 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $93,000 | +4.5% | 3,205 | 0.0% | 0.01% | -15.4% |
| Q1 2020 | $89,000 | – | 3,205 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,312,213 | $37,805,000 | 5.06% |
| INNEALTA CAPITAL, LLC | 204,683 | $5,897,000 | 3.93% |
| Windham Capital Management, LLC | 402,819 | $11,605,000 | 2.51% |
| Peak Financial Management, Inc. | 383,960 | $11,062,000 | 2.36% |
| People's United Financial, Inc. | 2,959,172 | $85,254,000 | 2.33% |
| Opes Wealth Management LLC | 130,889 | $3,771,000 | 2.31% |
| MKD WEALTH COACHES, LLC | 90,970 | $2,621,000 | 2.23% |
| Blueprint Investment Partners LLC | 50,896 | $1,466,000 | 1.16% |
| LEUTHOLD GROUP, LLC | 305,946 | $8,814,000 | 1.15% |
| Pure Financial Advisors, LLC | 228,740 | $6,590,000 | 1.13% |