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 | ||||
|---|---|---|---|---|---|---|
| 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. | 230,147 | $8,955 | 6.72% |
| Upper Left Wealth Management, LLC | 97,831 | $3,806,605 | 3.96% |
| Forefront Analytics, LLC | 126,756 | $4,932,116 | 2.80% |
| RPg Family Wealth Advisory, LLC | 106,451 | $4,141,989 | 1.70% |
| Family Firm, Inc. | 118,015 | $4,591,960 | 1.29% |
| Windham Capital Management, LLC | 68,940 | $2,682,463 | 1.08% |
| Idaho Trust Bank | 27,968 | $1,087,941 | 0.71% |
| GenTrust, LLC | 250,817 | $9,759,289 | 0.69% |
| Empirical Asset Management, LLC | 12,467 | $485,072 | 0.42% |
| Gateway Wealth Partners, LLC | 58,326 | $2,269,444 | 0.41% |