SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 95 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,565 | +123.6% | 13,096 | +139.9% | 0.00% | – |
| Q2 2023 | $227,926 | -40.8% | 5,458 | -38.8% | 0.00% | – |
| Q1 2023 | $385,263 | +8.3% | 8,914 | +3.2% | 0.00% | – |
| Q4 2022 | $355,844 | -19.9% | 8,637 | +5.8% | 0.00% | – |
| Q3 2021 | $444,000 | -80.6% | 8,160 | -79.9% | 0.00% | -100.0% |
| Q2 2021 | $2,292,000 | -60.3% | 40,617 | -60.9% | 0.00% | 0.0% |
| Q1 2021 | $5,768,000 | +1748.7% | 103,868 | +1521.9% | 0.00% | – |
| Q1 2020 | $312,000 | -77.4% | 6,404 | -74.5% | 0.00% | -100.0% |
| Q4 2019 | $1,382,000 | -64.1% | 25,073 | -64.4% | 0.00% | -50.0% |
| Q3 2019 | $3,849,000 | +45.8% | 70,364 | +48.1% | 0.00% | +100.0% |
| Q2 2019 | $2,640,000 | +478.9% | 47,503 | +441.6% | 0.00% | – |
| Q4 2018 | $456,000 | +118.2% | 8,771 | +121.2% | 0.00% | – |
| Q3 2018 | $209,000 | -16.1% | 3,965 | -11.4% | 0.00% | – |
| Q2 2017 | $249,000 | -23.1% | 4,474 | -28.2% | 0.00% | – |
| Q4 2016 | $324,000 | -53.6% | 6,227 | -55.1% | 0.00% | -100.0% |
| Q4 2015 | $699,000 | +167.8% | 13,866 | +176.5% | 0.00% | – |
| Q3 2015 | $261,000 | -27.3% | 5,014 | -20.4% | 0.00% | – |
| Q4 2014 | $359,000 | +6.2% | 6,297 | +9.5% | 0.00% | – |
| Q3 2014 | $338,000 | -27.5% | 5,750 | -25.8% | 0.00% | -100.0% |
| Q1 2014 | $466,000 | – | 7,754 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 221,489 | $9,125 | 6.81% |
| Upper Left Wealth Management, LLC | 98,333 | $4,051,320 | 4.79% |
| Windham Capital Management, LLC | 227,484 | $9,372,352 | 3.60% |
| Forefront Analytics, LLC | 139,953 | $5,765,991 | 3.07% |
| Sterling Manor Financial, LLC | 33,550 | $1,382,253 | 1.54% |
| Family Firm, Inc. | 107,081 | $4,411,719 | 1.29% |
| GenTrust, LLC | 266,970 | $10,999,164 | 0.98% |
| NewSquare Capital LLC | 169,210 | $6,971,452 | 0.87% |
| RPg Family Wealth Advisory, LLC | 25,185 | $1,037,601 | 0.71% |
| Empirical Asset Management, LLC | 15,849 | $652,989 | 0.69% |