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 ↓ |
|---|---|---|---|
| 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% |