SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 137 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 235,681 | $13,608,000 | 10.59% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 128,525 | $7,421,000 | 4.37% |
| Counsel Portfolio Services Inc. | 691,841 | $39,947,000 | 4.10% |
| LifePlan Financial Group, Inc | 102,378 | $5,911,000 | 4.03% |
| Advisory Alpha, LLC | 89,999 | $5,197,000 | 3.72% |
| LEUTHOLD GROUP, LLC | 687,719 | $39,709,000 | 3.56% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,658,567 | $95,766,000 | 2.93% |
| Pure Financial Advisors, LLC | 107,988 | $6,235,000 | 2.73% |
| FCG ADVISORS, LLC | 65,592 | $3,935,000 | 2.65% |
| IBBOTSON ASSOCIATES INC | 17,843 | $1,030,000 | 2.26% |