SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 96 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 1 | -99.8% | 0.00% | -100.0% |
| Q4 2017 | $31,000 | 0.0% | 536 | -0.2% | 0.01% | +11.1% |
| Q3 2017 | $31,000 | -52.3% | 537 | -53.7% | 0.01% | -52.6% |
| Q2 2017 | $65,000 | +47.7% | 1,160 | +44.3% | 0.02% | +26.7% |
| Q1 2017 | $44,000 | -39.7% | 804 | -40.3% | 0.02% | -48.3% |
| Q4 2016 | $73,000 | -77.0% | 1,347 | -75.9% | 0.03% | -78.2% |
| Q3 2016 | $318,000 | -9.7% | 5,586 | -12.8% | 0.13% | -17.4% |
| Q2 2016 | $352,000 | -5.9% | 6,406 | -7.0% | 0.16% | -19.5% |
| Q1 2016 | $374,000 | -85.0% | 6,887 | -86.1% | 0.20% | -86.1% |
| Q4 2015 | $2,501,000 | +2.0% | 49,695 | +5.5% | 1.44% | -14.3% |
| Q3 2015 | $2,451,000 | -7.2% | 47,107 | -2.1% | 1.68% | -0.7% |
| Q2 2015 | $2,640,000 | -7.3% | 48,109 | -7.9% | 1.69% | -8.7% |
| Q1 2015 | $2,849,000 | -17.6% | 52,213 | -14.0% | 1.85% | -23.5% |
| Q4 2014 | $3,457,000 | -4.7% | 60,704 | -1.5% | 2.42% | +0.3% |
| Q3 2014 | $3,629,000 | -0.4% | 61,635 | +4.8% | 2.41% | -3.0% |
| Q2 2014 | $3,645,000 | -2.4% | 58,787 | -5.5% | 2.48% | -4.6% |
| Q1 2014 | $3,736,000 | -30.2% | 62,178 | -32.1% | 2.60% | -32.1% |
| Q4 2013 | $5,354,000 | – | 91,596 | – | 3.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 124,938 | $7,186,000 | 5.91% |
| Forefront Analytics, LLC | 94,057 | $5,410,000 | 3.22% |
| MD Financial Management Inc. | 774,654 | $44,558,000 | 2.18% |
| Family Firm, Inc. | 79,806 | $4,590,000 | 1.82% |
| Stellar Capital Management, LLC | 40,204 | $2,313,000 | 1.54% |
| FormulaFolio Investments, LLC | 278,829 | $16,038,000 | 1.05% |
| Crabel Capital Management, LLC | 17,319 | $996,000 | 0.67% |
| GenTrust, LLC | 60,233 | $3,465,000 | 0.62% |
| WESPAC Advisors, LLC | 11,318 | $651,000 | 0.60% |
| Addison Capital Co | 11,183 | $643,000 | 0.51% |