SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 95 filers reported holding SPDR SERIES TRUST in Q4 2019. 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% | – |
Download |
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% |