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 2020 | $399,000 | -3.2% | 7,377 | -5.6% | 0.22% | -15.5% |
| Q2 2020 | $412,000 | +7.0% | 7,814 | -2.4% | 0.26% | -0.4% |
| Q1 2020 | $385,000 | -24.1% | 8,008 | -13.0% | 0.26% | -12.2% |
| Q4 2019 | $507,000 | +1.2% | 9,207 | +0.1% | 0.30% | -11.9% |
| Q3 2019 | $501,000 | +0.4% | 9,195 | +1.8% | 0.34% | -2.3% |
| Q2 2019 | $499,000 | -14.4% | 9,032 | -16.0% | 0.34% | -21.3% |
| Q1 2019 | $583,000 | -3.8% | 10,755 | -7.6% | 0.44% | -2.0% |
| Q4 2018 | $606,000 | – | 11,641 | – | 0.44% | – |
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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% |