SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 99 filers reported holding SPDR SERIES TRUST in Q3 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. | 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% |