SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 86 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $11,577 | -31.9% | 281 | -32.9% | 0.01% | -30.0% |
| Q3 2022 | $17,000 | -32.0% | 419 | -23.5% | 0.01% | -23.1% |
| Q2 2022 | $25,000 | -62.1% | 548 | -55.5% | 0.01% | -58.1% |
| Q1 2022 | $66,000 | -2.9% | 1,231 | -3.0% | 0.03% | +19.2% |
| Q4 2021 | $68,000 | +6.2% | 1,269 | +7.1% | 0.03% | -7.1% |
| Q3 2021 | $64,000 | 0.0% | 1,185 | +3.8% | 0.03% | +7.7% |
| Q2 2021 | $64,000 | -3.0% | 1,142 | -3.2% | 0.03% | -7.1% |
| Q1 2021 | $66,000 | -12.0% | 1,180 | -7.2% | 0.03% | -17.6% |
| Q4 2020 | $75,000 | +47.1% | 1,271 | +34.1% | 0.03% | +36.0% |
| Q3 2020 | $51,000 | +8.5% | 948 | +5.2% | 0.02% | +8.7% |
| Q2 2020 | $47,000 | +6.8% | 901 | -0.2% | 0.02% | -41.0% |
| Q1 2020 | $44,000 | -12.0% | 903 | +0.1% | 0.04% | +69.6% |
| Q4 2019 | $50,000 | +2.0% | 902 | +0.2% | 0.02% | 0.0% |
| Q3 2019 | $49,000 | -2.0% | 900 | +0.1% | 0.02% | 0.0% |
| Q2 2019 | $50,000 | +4.2% | 899 | +1.0% | 0.02% | 0.0% |
| Q1 2019 | $48,000 | +6.7% | 890 | +2.5% | 0.02% | 0.0% |
| Q4 2018 | $45,000 | -2.2% | 868 | +0.1% | 0.02% | +4.5% |
| Q3 2018 | $46,000 | -2.1% | 867 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $47,000 | -9.6% | 867 | -1.5% | 0.02% | -12.0% |
| Q1 2018 | $52,000 | -10.3% | 880 | -12.1% | 0.02% | -3.8% |
| Q4 2017 | $58,000 | +7.4% | 1,001 | +6.3% | 0.03% | +4.0% |
| Q3 2017 | $54,000 | -1.8% | 942 | -4.9% | 0.02% | -3.8% |
| Q2 2017 | $55,000 | -9.8% | 991 | -11.5% | 0.03% | -13.3% |
| Q1 2017 | $61,000 | +3.4% | 1,120 | -1.5% | 0.03% | 0.0% |
| Q4 2016 | $59,000 | -7.8% | 1,137 | +1.2% | 0.03% | -6.2% |
| Q3 2016 | $64,000 | +3.2% | 1,124 | -0.4% | 0.03% | -3.0% |
| Q2 2016 | $62,000 | 0.0% | 1,129 | -0.8% | 0.03% | -13.2% |
| Q1 2016 | $62,000 | +8.8% | 1,138 | +1.3% | 0.04% | +15.2% |
| Q4 2015 | $57,000 | -3.4% | 1,123 | -1.3% | 0.03% | 0.0% |
| Q3 2015 | $59,000 | -10.6% | 1,138 | -5.9% | 0.03% | -8.3% |
| Q2 2015 | $66,000 | -1.5% | 1,209 | -1.1% | 0.04% | 0.0% |
| Q1 2015 | $67,000 | -11.8% | 1,223 | -7.8% | 0.04% | -14.3% |
| Q4 2014 | $76,000 | -8.4% | 1,327 | -6.5% | 0.04% | -10.6% |
| Q3 2014 | $83,000 | -5.7% | 1,420 | -0.4% | 0.05% | -6.0% |
| Q2 2014 | $88,000 | +39.7% | 1,425 | +36.6% | 0.05% | +35.1% |
| Q1 2014 | $63,000 | +1.6% | 1,043 | -1.1% | 0.04% | 0.0% |
| Q4 2013 | $62,000 | -11.4% | 1,055 | -10.4% | 0.04% | -14.0% |
| Q3 2013 | $70,000 | -22.2% | 1,178 | -24.8% | 0.04% | -34.8% |
| Q2 2013 | $90,000 | – | 1,566 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 230,147 | $8,955 | 6.72% |
| Upper Left Wealth Management, LLC | 97,831 | $3,806,605 | 3.96% |
| Forefront Analytics, LLC | 126,756 | $4,932,116 | 2.80% |
| RPg Family Wealth Advisory, LLC | 106,451 | $4,141,989 | 1.70% |
| Family Firm, Inc. | 118,015 | $4,591,960 | 1.29% |
| Windham Capital Management, LLC | 68,940 | $2,682,463 | 1.08% |
| Idaho Trust Bank | 27,968 | $1,087,941 | 0.71% |
| GenTrust, LLC | 250,817 | $9,759,289 | 0.69% |
| Empirical Asset Management, LLC | 12,467 | $485,072 | 0.42% |
| Gateway Wealth Partners, LLC | 58,326 | $2,269,444 | 0.41% |