Sterling Financial Planning, Inc. - 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
Sterling Financial Planning, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2021$78,000
-2.5%
1,430
+1.2%
0.05%
-3.8%
Q2 2021$80,000
+2.6%
1,413
+1.0%
0.05%
-7.1%
Q1 2021$78,000
-4.9%
1,399
+0.4%
0.06%
-15.2%
Q4 2020$82,0001,3930.07%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
LBJ Family Wealth Advisors, Ltd. 184,459$10,409,0006.19%
Forefront Analytics, LLC 123,001$6,943,0002.75%
GenTrust, LLC 381,186$21,510,0001.81%
NewSquare Capital LLC 221,827$12,518,0001.48%
Family Firm, Inc. 81,858$4,619,0001.26%
HoyleCohen, LLC 137,119$7,738,0000.60%
BENNICAS & ASSOCIATES, INC. 17,400$982,0000.54%
Transamerica Financial Advisors, Inc. 365$21,0000.51%
MD Financial Management Inc. 297,787$15,906,0000.46%
Cambria Investment Management, L.P. 41,654$2,351,0000.40%
View complete list of SPDR SERIES TRUST shareholders