SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 90 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $110,000 | +7.8% | 2,093 | +0.1% | 0.01% | +16.7% |
| Q1 2020 | $102,000 | -8.9% | 2,091 | +2.7% | 0.01% | 0.0% |
| Q4 2019 | $112,000 | +2.8% | 2,037 | +2.6% | 0.01% | 0.0% |
| Q3 2019 | $109,000 | -96.0% | 1,985 | -95.9% | 0.01% | -95.4% |
| Q2 2019 | $2,705,000 | -3.8% | 48,671 | -6.3% | 0.13% | -3.0% |
| Q1 2019 | $2,811,000 | +0.4% | 51,970 | -3.4% | 0.13% | -11.8% |
| Q4 2018 | $2,800,000 | -19.5% | 53,824 | -18.6% | 0.15% | +21.6% |
| Q3 2018 | $3,478,000 | -9.0% | 66,105 | -6.2% | 0.12% | -3.8% |
| Q2 2018 | $3,823,000 | -0.4% | 70,482 | +9.3% | 0.13% | -3.7% |
| Q1 2018 | $3,839,000 | +19.7% | 64,474 | +15.6% | 0.14% | +22.7% |
| Q4 2017 | $3,207,000 | +10.7% | 55,751 | +10.3% | 0.11% | +5.8% |
| Q3 2017 | $2,896,000 | +18.6% | 50,538 | +15.0% | 0.10% | -11.9% |
| Q2 2017 | $2,442,000 | +9.2% | 43,958 | +7.8% | 0.12% | +5.4% |
| Q1 2017 | $2,236,000 | – | 40,794 | – | 0.11% | – |
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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% |