SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 89 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $474,310 | +15710.3% | 11,358 | +24066.0% | 0.16% | +15800.0% |
| Q1 2022 | $3,000 | -99.6% | 47 | -99.7% | 0.00% | -99.5% |
| Q3 2021 | $732,000 | -34.6% | 13,454 | -32.2% | 0.22% | -25.8% |
| Q2 2021 | $1,120,000 | +5.4% | 19,855 | +3.7% | 0.30% | -4.8% |
| Q1 2021 | $1,063,000 | -2.5% | 19,140 | +3.1% | 0.31% | +36.7% |
| Q4 2020 | $1,090,000 | +18.1% | 18,560 | +9.1% | 0.23% | +19.3% |
| Q3 2020 | $923,000 | -29.8% | 17,019 | -28.7% | 0.19% | -26.7% |
| Q4 2019 | $1,315,000 | +1.2% | 23,861 | +0.5% | 0.26% | +12.4% |
| Q3 2019 | $1,299,000 | -5.3% | 23,752 | -3.7% | 0.23% | +0.4% |
| Q2 2019 | $1,371,000 | +12.4% | 24,676 | +9.3% | 0.23% | +14.9% |
| Q1 2019 | $1,220,000 | -16.4% | 22,567 | -7.9% | 0.20% | -14.0% |
| Q1 2018 | $1,459,000 | +75.6% | 24,508 | +69.6% | 0.24% | +63.2% |
| Q4 2017 | $831,000 | +2.3% | 14,451 | +2.0% | 0.14% | -1.4% |
| Q3 2017 | $812,000 | +549.6% | 14,170 | +532.0% | 0.15% | +508.3% |
| Q2 2017 | $125,000 | +346.4% | 2,242 | +332.0% | 0.02% | +300.0% |
| Q1 2017 | $28,000 | -75.7% | 519 | -74.3% | 0.01% | -70.0% |
| Q3 2016 | $115,000 | – | 2,016 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 184,459 | $10,208,000 | 6.09% |
| Forefront Analytics, LLC | 127,240 | $6,925,000 | 2.52% |
| GenTrust, LLC | 397,147 | $21,611,000 | 1.79% |
| NewSquare Capital LLC | 225,879 | $12,291,000 | 1.44% |
| Family Firm, Inc. | 86,564 | $4,831,000 | 1.27% |
| HoyleCohen, LLC | 140,207 | $7,629,000 | 0.72% |
| Genesee Capital Advisors, LLC | 24,682 | $1,343,000 | 0.66% |
| Transamerica Financial Advisors, Inc. | 369 | $21,000 | 0.59% |
| BENNICAS & ASSOCIATES, INC. | 16,400 | $892,000 | 0.50% |
| MD Financial Management Inc. | 336,194 | $18,294,000 | 0.46% |