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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |