SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 86 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $44,000 | 0.0% | 817 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $44,000 | 0.0% | 817 | 0.0% | 0.01% | -18.2% |
Q3 2021 | $44,000 | -4.3% | 817 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $46,000 | +2.2% | 817 | 0.0% | 0.01% | -8.3% |
Q1 2021 | $45,000 | -6.2% | 817 | 0.0% | 0.01% | -14.3% |
Q4 2020 | $48,000 | +9.1% | 817 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $44,000 | +2.3% | 817 | 0.0% | 0.01% | -6.7% |
Q2 2020 | $43,000 | +7.5% | 817 | 0.0% | 0.02% | +7.1% |
Q1 2020 | $40,000 | -11.1% | 817 | 0.0% | 0.01% | +27.3% |
Q4 2019 | $45,000 | – | 817 | – | 0.01% | – |
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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% |