Avior Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 89 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$16,623
-6.6%
427
+0.2%
0.00%0.0%
Q2 2023$17,791
-3.1%
426
+0.5%
0.00%0.0%
Q1 2023$18,352
+5.1%
424
+0.2%
0.00%0.0%
Q4 2022$17,466
+9.2%
423
+0.2%
0.00%0.0%
Q3 2022$16,000
-15.8%
422
+0.5%
0.00%
-50.0%
Q2 2022$19,000
-13.6%
420
+0.5%
0.00%0.0%
Q1 2022$22,0000.0%418
+0.2%
0.00%0.0%
Q4 2021$22,0000.0%417
+0.2%
0.00%0.0%
Q3 2021$22,000
-15.4%
416
-12.1%
0.00%
-33.3%
Q2 2021$26,0000.0%4730.0%0.00%0.0%
Q1 2021$26,000
-7.1%
473
-3.1%
0.00%0.0%
Q4 2020$28,000
+7.7%
4880.0%0.00%
-25.0%
Q3 2020$26,000
+4.0%
488
+0.2%
0.00%0.0%
Q2 2020$25,000
-39.0%
487
-42.6%
0.00%
-50.0%
Q1 2020$41,000
-33.9%
849
-25.1%
0.01%
-20.0%
Q4 2019$62,000
+1.6%
1,133
+0.1%
0.01%
-9.1%
Q3 2019$61,000
-3.2%
1,132
+0.1%
0.01%0.0%
Q2 2019$63,000
+3.3%
1,131
+0.1%
0.01%
-15.4%
Q1 2019$61,000
+5.2%
1,1300.0%0.01%
-7.1%
Q4 2018$58,000
-1.7%
1,130
+0.2%
0.01%
+7.7%
Q3 2018$59,000
-3.3%
1,128
+0.2%
0.01%
-7.1%
Q2 2018$61,000
-9.0%
1,126
+0.1%
0.01%
-6.7%
Q1 2018$67,000
+4.7%
1,125
+1.7%
0.02%
+7.1%
Q4 2017$64,000
-5.9%
1,106
-6.8%
0.01%
-36.4%
Q3 2017$68,000
+3.0%
1,187
+0.1%
0.02%
-18.5%
Q2 2017$66,000
+1.5%
1,1860.0%0.03%
+22.7%
Q1 2017$65,000
-8.5%
1,186
-12.7%
0.02%
-18.5%
Q4 2016$71,000
-27.6%
1,359
-21.2%
0.03%
-28.9%
Q3 2016$98,000
-34.7%
1,724
-37.1%
0.04%
+18.8%
Q2 2016$150,000
+127.3%
2,743
+127.1%
0.03%
+10.3%
Q1 2016$66,0001,2080.03%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
LBJ Family Wealth Advisors, Ltd. 126,685$6,871,0005.53%
Forefront Analytics, LLC 152,614$8,281,0003.85%
Stellar Capital Management, LLC 102,747$5,573,0003.66%
MD Financial Management Inc. 866,871$47,019,0002.18%
Family Firm, Inc. 85,763$4,652,0001.74%
NewSquare Capital LLC 156,715$8,549,0001.74%
WESPAC Advisors, LLC 23,442$1,271,0001.31%
Transamerica Financial Advisors, Inc. 57,875$3,140,0000.70%
GenTrust, LLC 75,233$4,081,0000.68%
Addison Capital Co 11,003$597,0000.46%
View complete list of SPDR SERIES TRUST shareholders