Klingman & Associates, LLC - SPDR SERIES TRUST ownership

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
Klingman & Associates, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2022$298,000
+0.7%
5,521
+0.3%
0.02%0.0%
Q4 2021$296,000
-1.0%
5,504
+0.3%
0.02%
-10.7%
Q3 2021$299,000
-3.2%
5,486
+0.2%
0.03%
-6.7%
Q2 2021$309,000
+2.0%
5,474
+0.2%
0.03%
-3.2%
Q1 2021$303,000
-5.6%
5,464
+0.1%
0.03%
-16.2%
Q4 2020$321,000
+8.4%
5,460
+0.1%
0.04%
-7.5%
Q3 2020$296,000
+25.4%
5,453
+21.2%
0.04%
+11.1%
Q2 2020$236,000
+7.3%
4,5000.0%0.04%
-20.0%
Q1 2020$220,000
-11.3%
4,5000.0%0.04%
+9.8%
Q4 2019$248,000
+0.8%
4,5000.0%0.04%
-6.8%
Q3 2019$246,000
-1.6%
4,5000.0%0.04%
-4.3%
Q2 2019$250,000
+2.9%
4,5000.0%0.05%
-2.1%
Q1 2019$243,000
+3.8%
4,5000.0%0.05%
-11.3%
Q4 2018$234,000
-1.3%
4,5000.0%0.05%
+8.2%
Q3 2018$237,000
-2.9%
4,5000.0%0.05%
-7.5%
Q2 2018$244,000
-9.0%
4,5000.0%0.05%
-11.7%
Q1 2018$268,000
+3.5%
4,5000.0%0.06%
+5.3%
Q4 2017$259,000
-9.8%
4,500
-10.0%
0.06%
-19.7%
Q3 2017$287,000
-13.8%
5,000
-16.7%
0.07%
-20.2%
Q2 2017$333,000
+1.2%
6,0000.0%0.09%
-2.2%
Q1 2017$329,000
+5.4%
6,0000.0%0.09%
-4.2%
Q4 2016$312,000
-14.3%
6,000
-6.2%
0.10%
-13.6%
Q3 2016$364,000
+3.7%
6,4000.0%0.11%
-3.5%
Q2 2016$351,000
-27.3%
6,400
-28.1%
0.11%
-34.1%
Q1 2016$483,000
+7.8%
8,9000.0%0.17%
+3.6%
Q4 2015$448,000
-24.5%
8,900
-21.9%
0.17%
-28.3%
Q3 2015$593,000
-5.3%
11,4000.0%0.23%
-5.3%
Q2 2015$626,000
+0.6%
11,4000.0%0.25%
-3.9%
Q1 2015$622,000
-4.2%
11,4000.0%0.26%
-5.2%
Q4 2014$649,00011,4000.27%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
LBJ Family Wealth Advisors, Ltd. 230,147$8,9556.72%
Upper Left Wealth Management, LLC 97,831$3,806,6053.96%
Forefront Analytics, LLC 126,756$4,932,1162.80%
RPg Family Wealth Advisory, LLC 106,451$4,141,9891.70%
Family Firm, Inc. 118,015$4,591,9601.29%
Windham Capital Management, LLC 68,940$2,682,4631.08%
Idaho Trust Bank 27,968$1,087,9410.71%
GenTrust, LLC 250,817$9,759,2890.69%
Empirical Asset Management, LLC 12,467$485,0720.42%
Gateway Wealth Partners, LLC 58,326$2,269,4440.41%
View complete list of SPDR SERIES TRUST shareholders