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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $314,000 | +5.7% | 5,833 | +6.9% | 0.00% | 0.0% |
| Q3 2021 | $297,000 | -25.2% | 5,458 | -22.4% | 0.00% | -50.0% |
| Q2 2021 | $397,000 | -44.9% | 7,035 | -45.7% | 0.00% | -33.3% |
| Q1 2021 | $720,000 | +3.0% | 12,962 | +8.9% | 0.00% | 0.0% |
| Q4 2020 | $699,000 | +7.7% | 11,904 | -0.5% | 0.00% | -25.0% |
| Q3 2020 | $649,000 | +102.8% | 11,965 | +96.0% | 0.00% | +100.0% |
| Q2 2020 | $320,000 | -75.1% | 6,104 | -73.8% | 0.00% | -75.0% |
| Q4 2019 | $1,284,000 | -54.1% | 23,291 | -54.4% | 0.01% | -60.0% |
| Q3 2019 | $2,795,000 | -12.4% | 51,095 | -11.0% | 0.02% | -20.0% |
| Q2 2019 | $3,191,000 | +7.8% | 57,412 | +4.8% | 0.02% | +4.2% |
| Q1 2019 | $2,961,000 | +5.4% | 54,758 | +1.4% | 0.02% | -11.1% |
| Q4 2018 | $2,809,000 | -8.3% | 53,985 | -7.2% | 0.03% | +3.8% |
| Q3 2018 | $3,062,000 | – | 58,190 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 126,685 | $6,871,000 | 5.53% |
| Forefront Analytics, LLC | 152,614 | $8,281,000 | 3.85% |
| Stellar Capital Management, LLC | 102,747 | $5,573,000 | 3.66% |
| MD Financial Management Inc. | 866,871 | $47,019,000 | 2.18% |
| Family Firm, Inc. | 85,763 | $4,652,000 | 1.74% |
| NewSquare Capital LLC | 156,715 | $8,549,000 | 1.74% |
| WESPAC Advisors, LLC | 23,442 | $1,271,000 | 1.31% |
| Transamerica Financial Advisors, Inc. | 57,875 | $3,140,000 | 0.70% |
| GenTrust, LLC | 75,233 | $4,081,000 | 0.68% |
| Addison Capital Co | 11,003 | $597,000 | 0.46% |