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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $277,000 | +3.0% | 5,125 | 0.0% | 0.12% | -11.4% |
| Q2 2020 | $269,000 | +7.6% | 5,125 | 0.0% | 0.14% | -7.9% |
| Q1 2020 | $250,000 | -18.0% | 5,125 | -7.4% | 0.15% | -5.0% |
| Q4 2019 | $305,000 | +0.7% | 5,536 | 0.0% | 0.16% | -8.6% |
| Q3 2019 | $303,000 | -12.4% | 5,536 | -11.0% | 0.18% | -9.8% |
| Q2 2019 | $346,000 | +3.0% | 6,222 | 0.0% | 0.19% | -3.5% |
| Q1 2019 | $336,000 | +3.7% | 6,222 | -0.1% | 0.20% | -2.0% |
| Q4 2018 | $324,000 | – | 6,230 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 184,459 | $10,409,000 | 6.19% |
| Forefront Analytics, LLC | 123,001 | $6,943,000 | 2.75% |
| GenTrust, LLC | 381,186 | $21,510,000 | 1.81% |
| NewSquare Capital LLC | 221,827 | $12,518,000 | 1.48% |
| Family Firm, Inc. | 81,858 | $4,619,000 | 1.26% |
| HoyleCohen, LLC | 137,119 | $7,738,000 | 0.60% |
| BENNICAS & ASSOCIATES, INC. | 17,400 | $982,000 | 0.54% |
| Transamerica Financial Advisors, Inc. | 365 | $21,000 | 0.51% |
| MD Financial Management Inc. | 297,787 | $15,906,000 | 0.46% |
| Cambria Investment Management, L.P. | 41,654 | $2,351,000 | 0.40% |