SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 82 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,744 | +7.8% | 232 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $9,040 | -6.8% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,702 | -3.4% | 232 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,041 | +4.9% | 232 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,572 | +6.4% | 232 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $9,000 | -18.2% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 232 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 232 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $13,000 | 0.0% | 232 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | 0.0% | 232 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $13,000 | 0.0% | 232 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 232 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 232 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $12,000 | +9.1% | 232 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -8.3% | 232 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | 0.0% | 232 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 232 | 0.0% | 0.01% | +20.0% |
| Q2 2019 | $12,000 | -50.0% | 232 | -4.9% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | +100.0% | 244 | +5.2% | 0.01% | -16.7% |
| Q4 2018 | $12,000 | 0.0% | 232 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $12,000 | 0.0% | 232 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $12,000 | -7.7% | 232 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $13,000 | 0.0% | 231 | +0.4% | 0.01% | 0.0% |
| Q4 2017 | $13,000 | +8.3% | 230 | +1.8% | 0.01% | -28.6% |
| Q3 2017 | $12,000 | 0.0% | 226 | +0.4% | 0.01% | 0.0% |
| Q2 2017 | $12,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $12,000 | +9.1% | 225 | +0.9% | 0.01% | +16.7% |
| Q4 2016 | $11,000 | -8.3% | 223 | 0.0% | 0.01% | -14.3% |
| Q3 2016 | $12,000 | 0.0% | 223 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $12,000 | 0.0% | 223 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $12,000 | +9.1% | 223 | +1.4% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | – | 220 | – | 0.01% | – |
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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% |