SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 86 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $55,000 | 0.0% | 1,000 | 0.0% | 0.02% | +12.5% |
| Q3 2019 | $55,000 | -1.8% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $56,000 | +3.7% | 1,000 | 0.0% | 0.02% | +23.1% |
| Q1 2019 | $54,000 | +3.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $52,000 | -1.9% | 1,000 | 0.0% | 0.01% | -13.3% |
| Q3 2018 | $53,000 | -1.9% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $54,000 | -10.0% | 1,000 | 0.0% | 0.02% | -11.8% |
| Q1 2018 | $60,000 | +3.4% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $58,000 | +1.8% | 1,000 | 0.0% | 0.02% | +21.4% |
| Q3 2017 | $57,000 | +1.8% | 1,000 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $56,000 | +1.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $55,000 | +5.8% | 1,000 | 0.0% | 0.01% | +20.0% |
| Q4 2016 | $52,000 | -8.8% | 1,000 | 0.0% | 0.01% | +11.1% |
| Q3 2016 | $57,000 | +3.6% | 1,000 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $55,000 | +1.9% | 1,000 | 0.0% | 0.01% | +14.3% |
| Q1 2016 | $54,000 | +8.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $50,000 | -3.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $52,000 | -99.4% | 1,000 | -99.4% | 0.01% | -99.3% |
| Q2 2015 | $8,786,000 | +0.6% | 160,000 | 0.0% | 1.02% | +10.8% |
| Q1 2015 | $8,730,000 | -4.2% | 160,000 | 0.0% | 0.92% | +1.1% |
| Q4 2014 | $9,112,000 | -3.0% | 160,000 | 0.0% | 0.91% | +12.8% |
| Q3 2014 | $9,397,000 | -5.3% | 160,000 | 0.0% | 0.80% | +5.4% |
| Q2 2014 | $9,922,000 | +3.2% | 160,000 | 0.0% | 0.76% | +5.7% |
| Q1 2014 | $9,614,000 | +2.8% | 160,000 | 0.0% | 0.72% | +8.3% |
| Q4 2013 | $9,352,000 | -1.9% | 160,000 | 0.0% | 0.67% | +27.1% |
| Q3 2013 | $9,534,000 | +3.5% | 160,000 | 0.0% | 0.52% | +25.1% |
| Q2 2013 | $9,211,000 | – | 160,000 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 221,489 | $9,125 | 6.81% |
| Upper Left Wealth Management, LLC | 98,333 | $4,051,320 | 4.79% |
| Windham Capital Management, LLC | 227,484 | $9,372,352 | 3.60% |
| Forefront Analytics, LLC | 139,953 | $5,765,991 | 3.07% |
| Sterling Manor Financial, LLC | 33,550 | $1,382,253 | 1.54% |
| Family Firm, Inc. | 107,081 | $4,411,719 | 1.29% |
| GenTrust, LLC | 266,970 | $10,999,164 | 0.98% |
| NewSquare Capital LLC | 169,210 | $6,971,452 | 0.87% |
| RPg Family Wealth Advisory, LLC | 25,185 | $1,037,601 | 0.71% |
| Empirical Asset Management, LLC | 15,849 | $652,989 | 0.69% |