SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 79 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $256,000 | -3.0% | 4,711 | -6.4% | 0.01% | -16.7% |
| Q2 2020 | $264,000 | +1.1% | 5,032 | -6.0% | 0.01% | -14.3% |
| Q1 2020 | $261,000 | -11.5% | 5,353 | +0.0% | 0.01% | 0.0% |
| Q4 2019 | $295,000 | -7.5% | 5,351 | -8.4% | 0.01% | -12.5% |
| Q3 2019 | $319,000 | +0.6% | 5,839 | +2.4% | 0.01% | -11.1% |
| Q2 2019 | $317,000 | -0.3% | 5,701 | -3.1% | 0.01% | 0.0% |
| Q1 2019 | $318,000 | +2.9% | 5,881 | -1.0% | 0.01% | -10.0% |
| Q4 2018 | $309,000 | +0.7% | 5,940 | +1.8% | 0.01% | +11.1% |
| Q3 2018 | $307,000 | +3.7% | 5,834 | +6.9% | 0.01% | 0.0% |
| Q2 2018 | $296,000 | -2.6% | 5,458 | +6.9% | 0.01% | -10.0% |
| Q1 2018 | $304,000 | +13.0% | 5,104 | +9.1% | 0.01% | +11.1% |
| Q4 2017 | $269,000 | +5.9% | 4,678 | +5.4% | 0.01% | 0.0% |
| Q3 2017 | $254,000 | +3.3% | 4,440 | +0.4% | 0.01% | 0.0% |
| Q2 2017 | $246,000 | +0.8% | 4,424 | -0.6% | 0.01% | -10.0% |
| Q1 2017 | $244,000 | +2.1% | 4,450 | -3.0% | 0.01% | -9.1% |
| Q4 2016 | $239,000 | -10.8% | 4,587 | -2.4% | 0.01% | -15.4% |
| Q3 2016 | $268,000 | -10.7% | 4,702 | -14.0% | 0.01% | -18.8% |
| Q2 2016 | $300,000 | -2.6% | 5,468 | -3.7% | 0.02% | -11.1% |
| Q1 2016 | $308,000 | -20.0% | 5,679 | -25.6% | 0.02% | -21.7% |
| Q4 2015 | $385,000 | -8.1% | 7,638 | -5.1% | 0.02% | -11.5% |
| Q3 2015 | $419,000 | -11.6% | 8,050 | -6.8% | 0.03% | -7.1% |
| Q2 2015 | $474,000 | -30.3% | 8,637 | -30.7% | 0.03% | -30.0% |
| Q1 2015 | $680,000 | -0.1% | 12,466 | +4.2% | 0.04% | -4.8% |
| Q4 2014 | $681,000 | -29.8% | 11,961 | -27.6% | 0.04% | -33.3% |
| Q3 2014 | $970,000 | -6.0% | 16,514 | -0.7% | 0.06% | -8.7% |
| Q2 2014 | $1,032,000 | +2.5% | 16,636 | -0.7% | 0.07% | -4.2% |
| Q1 2014 | $1,007,000 | +11.9% | 16,759 | +8.9% | 0.07% | +1.4% |
| Q4 2013 | $900,000 | +27.5% | 15,394 | +30.0% | 0.07% | +9.2% |
| Q3 2013 | $706,000 | +24.7% | 11,845 | +20.4% | 0.06% | +8.3% |
| Q2 2013 | $566,000 | – | 9,834 | – | 0.06% | – |
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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% |