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. | 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% |