Gradient Investments LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 100 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2023$4,754
+4.9%
1100.0%0.00%
Q4 2022$4,532
+13.3%
1100.0%0.00%
Q3 2022$4,000
-20.0%
1100.0%0.00%
Q2 2022$5,000
-16.7%
110
-7.6%
0.00%
Q1 2022$6,0000.0%1190.0%0.00%
Q4 2021$6,0000.0%1190.0%0.00%
Q3 2021$6,000
-14.3%
1190.0%0.00%
Q2 2021$7,0000.0%1190.0%0.00%
Q1 2021$7,000
+16.7%
1190.0%0.00%
Q4 2020$6,0000.0%1190.0%0.00%
Q3 2020$6,0000.0%1190.0%0.00%
Q2 2020$6,0000.0%1190.0%0.00%
Q1 2020$6,000
-14.3%
1190.0%0.00%
Q4 2019$7,0000.0%1190.0%0.00%
Q3 2019$7,0000.0%1190.0%0.00%
Q2 2019$7,000
+16.7%
1190.0%0.00%
Q1 2019$6,0000.0%1190.0%0.00%
Q4 2018$6,000
-64.7%
119
-62.7%
0.00%
-100.0%
Q3 2018$17,0000.0%3190.0%0.00%0.0%
Q2 2018$17,000
-10.5%
3190.0%0.00%0.0%
Q1 2018$19,0000.0%319
-5.9%
0.00%0.0%
Q4 2017$19,000
+171.4%
339
+184.9%
0.00%
Q2 2017$7,0000.0%1190.0%0.00%
-100.0%
Q1 2017$7,000
+16.7%
1190.0%0.00%0.0%
Q4 2016$6,000
-14.3%
1190.0%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$6,0000.0%1100.0%0.00%0.0%
Q4 2015$6,0000.0%1100.0%0.00%0.0%
Q3 2015$6,0000.0%1100.0%0.00%0.0%
Q2 2015$6,0000.0%1100.0%0.00%0.0%
Q1 2015$6,0000.0%1100.0%0.00%0.0%
Q4 2014$6,0000.0%1100.0%0.00%0.0%
Q3 2014$6,000
-14.3%
1100.0%0.00%0.0%
Q2 2014$7,0000.0%1100.0%0.00%
-50.0%
Q1 2014$7,000
+16.7%
1100.0%0.00%0.0%
Q4 2013$6,000
-14.3%
1100.0%0.00%0.0%
Q3 2013$7,000
+16.7%
1100.0%0.00%0.0%
Q2 2013$6,0001100.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
LBJ Family Wealth Advisors, Ltd. 234,722$9,3845.96%
Upper Left Wealth Management, LLC 114,537$4,410,8203.99%
Forefront Analytics, LLC 148,535$5,720,0812.74%
Idaho Trust Bank 120,593$4,642,7922.37%
RPg Family Wealth Advisory, LLC 179,198$6,900,8962.27%
Windham Capital Management, LLC 61,532$2,369,5971.86%
Family Firm, Inc. 317,407$4,721,3311.05%
Aspect Partners, LLC 24,681$950,4750.57%
GenTrust, LLC 252,382$9,719,2310.53%
SYKON CAPITAL LLC 31,219$1,202,2440.45%
View complete list of SPDR SERIES TRUST shareholders