SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 86 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,351,890 | -4.4% | 111,845 | +2.6% | 0.40% | +0.5% |
| Q2 2023 | $4,553,720 | -14.4% | 109,045 | -11.4% | 0.40% | -19.0% |
| Q1 2023 | $5,318,330 | +5.3% | 123,053 | +0.3% | 0.50% | -1.4% |
| Q4 2022 | $5,052,665 | +4.2% | 122,638 | +1.2% | 0.50% | -5.3% |
| Q3 2022 | $4,849,000 | -22.0% | 121,158 | -11.8% | 0.53% | -17.9% |
| Q2 2022 | $6,213,000 | -23.1% | 137,340 | -8.2% | 0.65% | -6.5% |
| Q1 2022 | $8,078,000 | +6.7% | 149,680 | +6.4% | 0.69% | +9.8% |
| Q4 2021 | $7,571,000 | -0.8% | 140,707 | +0.4% | 0.63% | -13.0% |
| Q3 2021 | $7,629,000 | -1.4% | 140,207 | +2.3% | 0.72% | +20.3% |
| Q2 2021 | $7,738,000 | +4.9% | 137,119 | +3.2% | 0.60% | -19.7% |
| Q1 2021 | $7,377,000 | +3.6% | 132,844 | +9.5% | 0.75% | -8.8% |
| Q4 2020 | $7,124,000 | +9.8% | 121,348 | +1.4% | 0.82% | -13.9% |
| Q3 2020 | $6,490,000 | – | 119,661 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 230,147 | $8,955 | 6.72% |
| Upper Left Wealth Management, LLC | 97,831 | $3,806,605 | 3.96% |
| Forefront Analytics, LLC | 126,756 | $4,932,116 | 2.80% |
| RPg Family Wealth Advisory, LLC | 106,451 | $4,141,989 | 1.70% |
| Family Firm, Inc. | 118,015 | $4,591,960 | 1.29% |
| Windham Capital Management, LLC | 68,940 | $2,682,463 | 1.08% |
| Idaho Trust Bank | 27,968 | $1,087,941 | 0.71% |
| GenTrust, LLC | 250,817 | $9,759,289 | 0.69% |
| Empirical Asset Management, LLC | 12,467 | $485,072 | 0.42% |
| Gateway Wealth Partners, LLC | 58,326 | $2,269,444 | 0.41% |