SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 154 filers reported holding SPDR SERIES TRUST in Q4 2014. The put-call ratio across all filers is 2.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $206,000 | -0.5% | 7,334 | -1.9% | 0.00% | – |
| Q2 2017 | $207,000 | +2.0% | 7,475 | +6.0% | 0.00% | – |
| Q3 2016 | $203,000 | -20.7% | 7,054 | +57.7% | 0.00% | – |
| Q2 2016 | $256,000 | +3.6% | 4,472 | +0.9% | 0.00% | – |
| Q1 2016 | $247,000 | +7.9% | 4,432 | 0.0% | 0.00% | – |
| Q4 2015 | $229,000 | -29.5% | 4,432 | -29.0% | 0.00% | -100.0% |
| Q3 2015 | $325,000 | +11.3% | 6,240 | +11.3% | 0.00% | 0.0% |
| Q2 2015 | $292,000 | -28.6% | 5,605 | -27.2% | 0.00% | 0.0% |
| Q1 2015 | $409,000 | +27.8% | 7,698 | +33.1% | 0.00% | 0.0% |
| Q4 2014 | $320,000 | -25.2% | 5,783 | -17.9% | 0.00% | 0.0% |
| Q2 2014 | $428,000 | -4.3% | 7,044 | -6.4% | 0.00% | 0.0% |
| Q1 2014 | $447,000 | -16.4% | 7,526 | -18.8% | 0.00% | 0.0% |
| Q4 2013 | $535,000 | -9.5% | 9,266 | -8.5% | 0.00% | -50.0% |
| Q3 2013 | $591,000 | +4.8% | 10,126 | +1.0% | 0.00% | 0.0% |
| Q2 2013 | $564,000 | – | 10,028 | – | 0.00% | – |
Download | ||||||
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% |