SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 2 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246 | -42.9% | 11,605 | -39.3% | 0.00% | -50.0% |
| Q2 2023 | $431 | +23.9% | 19,111 | +27.1% | 0.00% | 0.0% |
| Q1 2023 | $348 | -56.6% | 15,038 | -57.9% | 0.00% | -50.0% |
| Q4 2022 | $802 | -99.9% | 35,750 | +6.8% | 0.00% | 0.0% |
| Q3 2022 | $697,000 | -7.1% | 33,477 | +3.3% | 0.00% | -20.0% |
| Q2 2022 | $750,000 | +7.4% | 32,395 | +20.8% | 0.01% | +25.0% |
| Q1 2022 | $698,000 | -34.6% | 26,807 | -29.0% | 0.00% | -42.9% |
| Q4 2021 | $1,068,000 | +287.0% | 37,765 | +293.4% | 0.01% | +250.0% |
| Q3 2021 | $276,000 | -3.8% | 9,600 | -1.8% | 0.00% | 0.0% |
| Q2 2021 | $287,000 | -29.3% | 9,775 | -29.9% | 0.00% | -50.0% |
| Q1 2021 | $406,000 | -26.6% | 13,938 | -30.4% | 0.00% | -66.7% |
| Q1 2019 | $553,000 | – | 20,032 | – | 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% |