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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $95,000 | -29.1% | 2,384 | -20.0% | 0.03% | -27.8% |
| Q2 2022 | $134,000 | -16.2% | 2,979 | +0.3% | 0.04% | -5.3% |
| Q1 2022 | $160,000 | +0.6% | 2,971 | +0.2% | 0.04% | +5.6% |
| Q4 2021 | $159,000 | -1.2% | 2,966 | +0.2% | 0.04% | -12.2% |
| Q3 2021 | $161,000 | -3.0% | 2,961 | +0.1% | 0.04% | -2.4% |
| Q2 2021 | $166,000 | -1.2% | 2,957 | -2.5% | 0.04% | -10.6% |
| Q1 2021 | $168,000 | -5.6% | 3,034 | +0.1% | 0.05% | -13.0% |
| Q4 2020 | $178,000 | +8.5% | 3,032 | +0.1% | 0.05% | -6.9% |
| Q3 2020 | $164,000 | +7.2% | 3,029 | +4.2% | 0.06% | +1.8% |
| Q2 2020 | $153,000 | +14.2% | 2,906 | +3.7% | 0.06% | -10.9% |
| Q1 2020 | $134,000 | -16.8% | 2,802 | -3.9% | 0.06% | +18.5% |
| Q4 2019 | $161,000 | -5.8% | 2,917 | -7.3% | 0.05% | -12.9% |
| Q3 2019 | $171,000 | -1.7% | 3,147 | -0.5% | 0.06% | -4.6% |
| Q2 2019 | $174,000 | – | 3,162 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 221,489 | $9,125 | 6.81% |
| Upper Left Wealth Management, LLC | 98,333 | $4,051,320 | 4.79% |
| Windham Capital Management, LLC | 227,484 | $9,372,352 | 3.60% |
| Forefront Analytics, LLC | 139,953 | $5,765,991 | 3.07% |
| Sterling Manor Financial, LLC | 33,550 | $1,382,253 | 1.54% |
| Family Firm, Inc. | 107,081 | $4,411,719 | 1.29% |
| GenTrust, LLC | 266,970 | $10,999,164 | 0.98% |
| NewSquare Capital LLC | 169,210 | $6,971,452 | 0.87% |
| RPg Family Wealth Advisory, LLC | 25,185 | $1,037,601 | 0.71% |
| Empirical Asset Management, LLC | 15,849 | $652,989 | 0.69% |