SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 86 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,136,000 | -19.9% | 25,109 | -4.5% | 0.17% | -3.4% |
| Q1 2022 | $1,418,000 | -22.8% | 26,281 | -19.2% | 0.18% | -29.6% |
| Q2 2021 | $1,836,000 | +2.7% | 32,532 | +1.1% | 0.25% | -5.3% |
| Q1 2021 | $1,788,000 | -5.0% | 32,192 | +0.4% | 0.26% | -11.7% |
| Q4 2020 | $1,882,000 | +15.6% | 32,056 | +6.8% | 0.30% | -3.9% |
| Q3 2020 | $1,628,000 | +54.6% | 30,015 | +49.7% | 0.31% | +38.2% |
| Q2 2020 | $1,053,000 | +61.5% | 20,050 | +50.1% | 0.22% | +19.7% |
| Q1 2020 | $652,000 | – | 13,362 | – | 0.19% | – |
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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% |