SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 95 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,000 | 0.0% | 34 | +3.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -33.3% | 33 | -35.3% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 51 | +2.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | -75.0% | 50 | -77.2% | 0.00% | -83.3% |
| Q3 2020 | $12,000 | +9.1% | 219 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | 0.0% | 218 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $11,000 | -8.3% | 218 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $12,000 | 0.0% | 218 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $12,000 | -95.1% | 218 | -95.0% | 0.01% | -95.4% |
| Q2 2019 | $244,000 | +2.5% | 4,392 | -0.1% | 0.15% | -6.8% |
| Q1 2019 | $238,000 | +5.3% | 4,396 | +1.2% | 0.16% | -10.0% |
| Q4 2018 | $226,000 | – | 4,344 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 184,459 | $10,208,000 | 6.09% |
| Forefront Analytics, LLC | 127,240 | $6,925,000 | 2.52% |
| GenTrust, LLC | 397,147 | $21,611,000 | 1.79% |
| NewSquare Capital LLC | 225,879 | $12,291,000 | 1.44% |
| Family Firm, Inc. | 86,564 | $4,831,000 | 1.27% |
| HoyleCohen, LLC | 140,207 | $7,629,000 | 0.72% |
| Genesee Capital Advisors, LLC | 24,682 | $1,343,000 | 0.66% |
| Transamerica Financial Advisors, Inc. | 369 | $21,000 | 0.59% |
| BENNICAS & ASSOCIATES, INC. | 16,400 | $892,000 | 0.50% |
| MD Financial Management Inc. | 336,194 | $18,294,000 | 0.46% |