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 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% | – |
Download | ||||||
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% |