SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 133 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,974,122 | -2.1% | 1,552,454 | +3.9% | 0.05% | +17.5% |
| Q2 2023 | $33,686,340 | -0.9% | 1,493,851 | +1.6% | 0.04% | -20.0% |
| Q1 2023 | $34,003,763 | +2.4% | 1,470,751 | -0.7% | 0.05% | -9.1% |
| Q4 2022 | $33,205,910 | -2.1% | 1,480,424 | -9.1% | 0.06% | -12.7% |
| Q3 2022 | $33,911,000 | -5.0% | 1,627,984 | +5.6% | 0.06% | 0.0% |
| Q2 2022 | $35,704,000 | +86.5% | 1,541,616 | +106.7% | 0.06% | +133.3% |
| Q1 2022 | $19,143,000 | – | 745,664 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,229,569 | $35,289,000 | 4.59% |
| Invst, LLC | 299,993 | $8,586,000 | 3.87% |
| VALENTINE VENTURES LLC | 96,820 | $2,779,000 | 2.99% |
| MKD WEALTH COACHES, LLC | 90,683 | $2,603,000 | 2.70% |
| Peak Financial Management, Inc. | 385,250 | $11,056,000 | 2.46% |
| Opes Wealth Management LLC | 123,826 | $3,554,000 | 2.35% |
| MD Financial Management Inc. | 1,472,899 | $42,272,000 | 2.22% |
| People's United Financial, Inc. | 2,573,265 | $73,853,000 | 2.10% |
| Pure Financial Advisors, LLC | 236,876 | $6,798,000 | 1.23% |
| Money Design Co.,Ltd. | 187,270 | $5,375,000 | 1.13% |