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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $218,000 | -32.9% | 3,992 | -30.5% | 0.08% | -32.5% |
| Q2 2021 | $325,000 | -15.8% | 5,742 | -17.4% | 0.12% | -22.5% |
| Q1 2021 | $386,000 | -8.1% | 6,949 | -3.1% | 0.15% | -17.0% |
| Q4 2020 | $420,000 | +9.4% | 7,175 | +1.2% | 0.18% | -4.2% |
| Q3 2020 | $384,000 | +7.6% | 7,089 | +4.4% | 0.19% | +1.6% |
| Q2 2020 | $357,000 | +12.3% | 6,793 | +4.2% | 0.19% | -3.6% |
| Q1 2020 | $318,000 | -13.4% | 6,518 | -1.4% | 0.19% | +9.6% |
| Q4 2019 | $367,000 | -2.1% | 6,611 | -2.6% | 0.18% | -9.7% |
| Q3 2019 | $375,000 | -1.8% | 6,789 | -1.4% | 0.20% | 0.0% |
| Q2 2019 | $382,000 | -0.3% | 6,884 | -2.8% | 0.20% | -2.5% |
| Q1 2019 | $383,000 | +14.3% | 7,085 | +12.3% | 0.20% | +6.9% |
| Q4 2018 | $335,000 | -23.5% | 6,307 | -22.0% | 0.19% | -20.3% |
| Q2 2018 | $438,000 | – | 8,081 | – | 0.24% | – |
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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% |