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 | $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 ↓ |
|---|---|---|---|
| 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% |