SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 89 filers reported holding SPDR SERIES TRUST in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $71,918 | -6.6% | 1,664 | +22.3% | 0.00% | 0.0% |
| Q2 2021 | $77,000 | +57.1% | 1,361 | +62.8% | 0.00% | 0.0% |
| Q4 2020 | $49,000 | +8.9% | 836 | +0.4% | 0.00% | 0.0% |
| Q3 2020 | $45,000 | +4.7% | 833 | -5.7% | 0.00% | -33.3% |
| Q1 2020 | $43,000 | -12.2% | 883 | +0.2% | 0.00% | 0.0% |
| Q4 2019 | $49,000 | -9.3% | 881 | -9.5% | 0.00% | 0.0% |
| Q3 2019 | $54,000 | 0.0% | 974 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $54,000 | -21.7% | 974 | -23.3% | 0.00% | -40.0% |
| Q1 2019 | $69,000 | +30.2% | 1,270 | +25.4% | 0.01% | 0.0% |
| Q4 2018 | $53,000 | 0.0% | 1,013 | +0.4% | 0.01% | +25.0% |
| Q3 2018 | $53,000 | -33.8% | 1,009 | -31.1% | 0.00% | -33.3% |
| Q2 2018 | $80,000 | +17.6% | 1,465 | +27.5% | 0.01% | +20.0% |
| Q1 2018 | $68,000 | +23.6% | 1,149 | +20.6% | 0.01% | 0.0% |
| Q4 2017 | $55,000 | -9.8% | 953 | -9.8% | 0.01% | -28.6% |
| Q3 2017 | $61,000 | +3.4% | 1,056 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $59,000 | -4.8% | 1,056 | -6.7% | 0.01% | -11.1% |
| Q1 2017 | $62,000 | -3.1% | 1,132 | 0.0% | 0.01% | -25.0% |
| Q3 2016 | $64,000 | +3.2% | 1,132 | 0.0% | 0.01% | -14.3% |
| Q2 2016 | $62,000 | -31.9% | 1,132 | -32.5% | 0.01% | -44.0% |
| Q1 2016 | $91,000 | +11.0% | 1,677 | +3.3% | 0.02% | -3.8% |
| Q4 2015 | $82,000 | – | 1,624 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 221,489 | $9,125 | 6.81% |
| Upper Left Wealth Management, LLC | 98,333 | $4,051,320 | 4.79% |
| Windham Capital Management, LLC | 227,484 | $9,372,352 | 3.60% |
| Forefront Analytics, LLC | 139,953 | $5,765,991 | 3.07% |
| Sterling Manor Financial, LLC | 33,550 | $1,382,253 | 1.54% |
| Family Firm, Inc. | 107,081 | $4,411,719 | 1.29% |
| GenTrust, LLC | 266,970 | $10,999,164 | 0.98% |
| NewSquare Capital LLC | 169,210 | $6,971,452 | 0.87% |
| RPg Family Wealth Advisory, LLC | 25,185 | $1,037,601 | 0.71% |
| Empirical Asset Management, LLC | 15,849 | $652,989 | 0.69% |