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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $659,145 | -7.3% | 16,940 | -0.5% | 0.00% | 0.0% |
| Q2 2023 | $711,288 | -9.9% | 17,033 | -6.8% | 0.00% | 0.0% |
| Q1 2023 | $789,594 | -3.1% | 18,270 | -7.6% | 0.00% | -50.0% |
| Q4 2022 | $814,640 | +461.8% | 19,783 | +450.0% | 0.00% | – |
| Q3 2022 | $145,000 | -68.4% | 3,597 | -64.5% | 0.00% | -100.0% |
| Q2 2022 | $459,000 | +156.4% | 10,144 | +205.1% | 0.00% | – |
| Q1 2022 | $179,000 | -85.2% | 3,325 | -85.2% | 0.00% | -100.0% |
| Q4 2021 | $1,212,000 | +3.7% | 22,524 | +4.9% | 0.00% | 0.0% |
| Q3 2021 | $1,169,000 | -23.8% | 21,471 | -21.0% | 0.00% | -33.3% |
| Q2 2021 | $1,534,000 | +50.8% | 27,182 | +48.5% | 0.00% | +50.0% |
| Q1 2021 | $1,017,000 | +653.3% | 18,307 | +694.6% | 0.00% | – |
| Q4 2020 | $135,000 | -19.6% | 2,304 | -25.7% | 0.00% | -100.0% |
| Q3 2020 | $168,000 | +6.3% | 3,101 | +2.4% | 0.00% | 0.0% |
| Q2 2020 | $158,000 | +5.3% | 3,027 | -71.1% | 0.00% | 0.0% |
| Q1 2020 | $150,000 | – | 10,471 | – | 0.00% | – |
Download | ||||||
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% |