SPDR SER TR's ticker is DWFI and the CUSIP is 78468R713.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,855,000 | +20.5% | 70,654 | +11.2% | 0.00% | 0.0% |
| Q3 2020 | $1,540,000 | +143.7% | 63,510 | +133.9% | 0.00% | +100.0% |
| Q2 2020 | $632,000 | -4.7% | 27,157 | -8.5% | 0.00% | 0.0% |
| Q1 2020 | $663,000 | -21.5% | 29,672 | -17.4% | 0.00% | -50.0% |
| Q4 2019 | $845,000 | +18.0% | 35,942 | +18.1% | 0.00% | +100.0% |
| Q3 2019 | $716,000 | -36.5% | 30,428 | -36.7% | 0.00% | -50.0% |
| Q2 2019 | $1,127,000 | +5.8% | 48,075 | +4.4% | 0.00% | 0.0% |
| Q1 2019 | $1,065,000 | +1.1% | 46,032 | -2.9% | 0.00% | -33.3% |
| Q4 2018 | $1,053,000 | -46.3% | 47,397 | -43.1% | 0.00% | -40.0% |
| Q3 2018 | $1,961,000 | -11.7% | 83,269 | -11.2% | 0.01% | -16.7% |
| Q2 2018 | $2,221,000 | +0.6% | 93,735 | +6.8% | 0.01% | 0.0% |
| Q1 2018 | $2,208,000 | +109.1% | 87,803 | +110.2% | 0.01% | +100.0% |
| Q4 2017 | $1,056,000 | +93.8% | 41,775 | +97.2% | 0.00% | +50.0% |
| Q3 2017 | $545,000 | +89.2% | 21,179 | +88.3% | 0.00% | +100.0% |
| Q2 2017 | $288,000 | +24.7% | 11,245 | +21.9% | 0.00% | -50.0% |
| Q1 2017 | $231,000 | – | 9,224 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prospera Financial Services Inc | 1,242,012 | $32,613,000 | 2.25% |
| ATWOOD & PALMER INC | 275,364 | $7,231,000 | 0.78% |
| Moloney Securities Asset Management, LLC | 62,795 | $1,649,000 | 0.37% |
| Western Wealth Management, LLC | 77,635 | $2,039,000 | 0.30% |
| MONEY CONCEPTS CAPITAL CORP | 28,119 | $738,000 | 0.07% |
| NewEdge Advisors, LLC | 69,136 | $1,815,000 | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 589,434 | $15,477,000 | 0.05% |
| OSAIC HOLDINGS, INC. | 210,349 | $5,523,000 | 0.02% |
| Retirement Group, LLC | 450 | $11,000 | 0.01% |
| Kestra Advisory Services, LLC | 14,740 | $387,000 | 0.00% |