Lake Point Wealth Management - SPDR SERIES TRUST ownership

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
Lake Point Wealth Management ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2022$090.0%0.00%
Q1 2022$090.0%0.00%
Q4 2021$090.0%0.00%
Q3 2021$0
-100.0%
90.0%0.00%
Q2 2021$1,00090.0%0.00%
Q1 2020$090.0%0.00%
Q4 2019$0
-100.0%
9
-95.1%
0.00%
-100.0%
Q2 2019$10,0000.0%1850.0%0.00%0.0%
Q1 2019$10,000
-96.0%
185
-96.1%
0.00%
-96.8%
Q4 2018$249,0004,7910.09%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
LBJ Family Wealth Advisors, Ltd. 221,489$9,1256.81%
Upper Left Wealth Management, LLC 98,333$4,051,3204.79%
Windham Capital Management, LLC 227,484$9,372,3523.60%
Forefront Analytics, LLC 139,953$5,765,9913.07%
Sterling Manor Financial, LLC 33,550$1,382,2531.54%
Family Firm, Inc. 107,081$4,411,7191.29%
GenTrust, LLC 266,970$10,999,1640.98%
NewSquare Capital LLC 169,210$6,971,4520.87%
RPg Family Wealth Advisory, LLC 25,185$1,037,6010.71%
Empirical Asset Management, LLC 15,849$652,9890.69%
View complete list of SPDR SERIES TRUST shareholders