SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 89 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 184,459 | $10,208,000 | 6.09% |
Forefront Analytics, LLC | 127,240 | $6,925,000 | 2.52% |
GenTrust, LLC | 397,147 | $21,611,000 | 1.79% |
NewSquare Capital LLC | 225,879 | $12,291,000 | 1.44% |
Family Firm, Inc. | 86,564 | $4,831,000 | 1.27% |
HoyleCohen, LLC | 140,207 | $7,629,000 | 0.72% |
Genesee Capital Advisors, LLC | 24,682 | $1,343,000 | 0.66% |
Transamerica Financial Advisors, Inc. | 369 | $21,000 | 0.59% |
BENNICAS & ASSOCIATES, INC. | 16,400 | $892,000 | 0.50% |
MD Financial Management Inc. | 336,194 | $18,294,000 | 0.46% |