SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 95 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $129,000 | -51.9% | 2,613 | -46.7% | 0.00% | -50.0% |
| Q3 2019 | $268,000 | -5.6% | 4,900 | -4.1% | 0.00% | 0.0% |
| Q2 2019 | $284,000 | -59.8% | 5,110 | -60.9% | 0.00% | -60.0% |
| Q1 2019 | $706,000 | +32.0% | 13,053 | +27.0% | 0.01% | 0.0% |
| Q4 2018 | $535,000 | +141.0% | 10,276 | +143.1% | 0.01% | +150.0% |
| Q3 2018 | $222,000 | -64.7% | 4,227 | -59.9% | 0.00% | -66.7% |
| Q2 2018 | $629,000 | 0.0% | 10,554 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $629,000 | +219.3% | 10,554 | +208.3% | 0.01% | +200.0% |
| Q4 2017 | $197,000 | -17.2% | 3,423 | -17.4% | 0.00% | -33.3% |
| Q3 2017 | $238,000 | +9.2% | 4,142 | +5.9% | 0.00% | 0.0% |
| Q2 2017 | $218,000 | +43.4% | 3,910 | +40.5% | 0.00% | +50.0% |
| Q1 2017 | $152,000 | +47.6% | 2,782 | +42.0% | 0.00% | +100.0% |
| Q4 2016 | $103,000 | -46.6% | 1,959 | -42.2% | 0.00% | -66.7% |
| Q3 2016 | $193,000 | +75.5% | 3,392 | +69.3% | 0.00% | +50.0% |
| Q2 2016 | $110,000 | +0.9% | 2,004 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $109,000 | +9.0% | 2,004 | +0.0% | 0.00% | 0.0% |
| Q4 2015 | $100,000 | -33.8% | 2,003 | -31.1% | 0.00% | -33.3% |
| Q3 2015 | $151,000 | -17.5% | 2,909 | -12.6% | 0.00% | 0.0% |
| Q2 2015 | $183,000 | -24.4% | 3,328 | -24.7% | 0.00% | -40.0% |
| Q1 2015 | $242,000 | -9.4% | 4,420 | -5.7% | 0.01% | -16.7% |
| Q4 2014 | $267,000 | +70.1% | 4,685 | +75.3% | 0.01% | +50.0% |
| Q3 2014 | $157,000 | -40.3% | 2,673 | -37.0% | 0.00% | -42.9% |
| Q2 2014 | $263,000 | -6.4% | 4,244 | -9.4% | 0.01% | -12.5% |
| Q1 2014 | $281,000 | +21.6% | 4,682 | +18.4% | 0.01% | +14.3% |
| Q4 2013 | $231,000 | +73.7% | 3,955 | +77.8% | 0.01% | +40.0% |
| Q3 2013 | $133,000 | -63.4% | 2,224 | -64.7% | 0.01% | -61.5% |
| Q2 2013 | $363,000 | – | 6,292 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 230,147 | $8,955 | 6.72% |
| Upper Left Wealth Management, LLC | 97,831 | $3,806,605 | 3.96% |
| Forefront Analytics, LLC | 126,756 | $4,932,116 | 2.80% |
| RPg Family Wealth Advisory, LLC | 106,451 | $4,141,989 | 1.70% |
| Family Firm, Inc. | 118,015 | $4,591,960 | 1.29% |
| Windham Capital Management, LLC | 68,940 | $2,682,463 | 1.08% |
| Idaho Trust Bank | 27,968 | $1,087,941 | 0.71% |
| GenTrust, LLC | 250,817 | $9,759,289 | 0.69% |
| Empirical Asset Management, LLC | 12,467 | $485,072 | 0.42% |
| Gateway Wealth Partners, LLC | 58,326 | $2,269,444 | 0.41% |