SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 95 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,754 | +4.9% | 110 | 0.0% | 0.00% | – |
Q4 2022 | $4,532 | +13.3% | 110 | 0.0% | 0.00% | – |
Q3 2022 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | – |
Q2 2022 | $5,000 | -16.7% | 110 | -7.6% | 0.00% | – |
Q1 2022 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q4 2021 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q3 2021 | $6,000 | -14.3% | 119 | 0.0% | 0.00% | – |
Q2 2021 | $7,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q1 2021 | $7,000 | +16.7% | 119 | 0.0% | 0.00% | – |
Q4 2020 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q3 2020 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q2 2020 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q1 2020 | $6,000 | -14.3% | 119 | 0.0% | 0.00% | – |
Q4 2019 | $7,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q3 2019 | $7,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q2 2019 | $7,000 | +16.7% | 119 | 0.0% | 0.00% | – |
Q1 2019 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q4 2018 | $6,000 | -64.7% | 119 | -62.7% | 0.00% | -100.0% |
Q3 2018 | $17,000 | 0.0% | 319 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $17,000 | -10.5% | 319 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $19,000 | 0.0% | 319 | -5.9% | 0.00% | 0.0% |
Q4 2017 | $19,000 | +171.4% | 339 | +184.9% | 0.00% | – |
Q2 2017 | $7,000 | 0.0% | 119 | 0.0% | 0.00% | -100.0% |
Q1 2017 | $7,000 | +16.7% | 119 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $6,000 | -14.3% | 119 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $7,000 | -46.2% | 119 | -49.4% | 0.00% | 0.0% |
Q2 2016 | $13,000 | +116.7% | 235 | +113.6% | 0.00% | 0.0% |
Q1 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $6,000 | -14.3% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $7,000 | 0.0% | 110 | 0.0% | 0.00% | -50.0% |
Q1 2014 | $7,000 | +16.7% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $6,000 | -14.3% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $7,000 | +16.7% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $6,000 | – | 110 | – | 0.00% | – |
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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% |