SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 96 filers reported holding SPDR SERIES TRUST in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,158 | -15.1% | 11,158 | -8.9% | 0.00% | -25.0% |
| Q2 2023 | $511,478 | -9.4% | 12,248 | -6.2% | 0.00% | 0.0% |
| Q1 2023 | $564,540 | +30.6% | 13,062 | +24.5% | 0.00% | +33.3% |
| Q4 2022 | $432,351 | -82.1% | 10,494 | -76.6% | 0.00% | -80.0% |
| Q1 2022 | $2,420,000 | -3.1% | 44,839 | -3.4% | 0.02% | -6.2% |
| Q4 2021 | $2,498,000 | +14.2% | 46,420 | +15.5% | 0.02% | 0.0% |
| Q3 2021 | $2,188,000 | +1.7% | 40,207 | +5.4% | 0.02% | 0.0% |
| Q2 2021 | $2,152,000 | +8.0% | 38,144 | +6.3% | 0.02% | 0.0% |
| Q1 2021 | $1,993,000 | -0.7% | 35,891 | +5.0% | 0.02% | -11.1% |
| Q4 2020 | $2,007,000 | +387.1% | 34,185 | +331.6% | 0.02% | +100.0% |
| Q4 2015 | $412,000 | 0.0% | 7,921 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $412,000 | -5.1% | 7,921 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $434,000 | +5.6% | 7,921 | +5.2% | 0.01% | -18.2% |
| Q1 2015 | $411,000 | +16.4% | 7,530 | +21.4% | 0.01% | +22.2% |
| Q4 2014 | $353,000 | – | 6,204 | – | 0.01% | – |
Download | ||||||
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% |