SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 100 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | -33.3% | 45 | -19.6% | 0.00% | -100.0% |
| Q1 2022 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | -57.1% | 56 | -54.1% | 0.00% | -100.0% |
| Q3 2021 | $7,000 | -12.5% | 122 | -10.3% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 136 | -4.2% | 0.00% | -50.0% |
| Q1 2021 | $8,000 | -20.0% | 142 | -18.9% | 0.00% | -33.3% |
| Q4 2020 | $10,000 | -9.1% | 175 | -12.1% | 0.00% | -25.0% |
| Q3 2020 | $11,000 | +10.0% | 199 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | 0.0% | 199 | -2.5% | 0.00% | -20.0% |
| Q1 2020 | $10,000 | +66.7% | 204 | +104.0% | 0.01% | +150.0% |
| Q4 2019 | $6,000 | +20.0% | 100 | +9.9% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | – | 91 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 184,459 | $10,409,000 | 6.19% |
| Forefront Analytics, LLC | 123,001 | $6,943,000 | 2.75% |
| GenTrust, LLC | 381,186 | $21,510,000 | 1.81% |
| NewSquare Capital LLC | 221,827 | $12,518,000 | 1.48% |
| Family Firm, Inc. | 81,858 | $4,619,000 | 1.26% |
| HoyleCohen, LLC | 137,119 | $7,738,000 | 0.60% |
| BENNICAS & ASSOCIATES, INC. | 17,400 | $982,000 | 0.54% |
| Transamerica Financial Advisors, Inc. | 365 | $21,000 | 0.51% |
| MD Financial Management Inc. | 297,787 | $15,906,000 | 0.46% |
| Cambria Investment Management, L.P. | 41,654 | $2,351,000 | 0.40% |