SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 95 filers reported holding SPDR SERIES TRUST in Q1 2021. 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. | 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% |