SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 95 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $834,943 | -24.0% | 20,863 | -14.0% | 0.04% | -22.2% |
| Q2 2022 | $1,098,059 | -9.2% | 24,272 | +8.3% | 0.04% | +9.8% |
| Q1 2022 | $1,209,314 | +5.3% | 22,407 | +5.0% | 0.04% | +5.1% |
| Q4 2021 | $1,148,511 | +7.3% | 21,344 | +8.5% | 0.04% | -2.5% |
| Q3 2021 | $1,070,774 | +9.7% | 19,678 | +13.7% | 0.04% | +5.3% |
| Q2 2021 | $976,517 | +15.5% | 17,305 | +13.7% | 0.04% | +2.7% |
| Q1 2021 | $845,257 | -3.0% | 15,222 | +2.6% | 0.04% | -17.8% |
| Q4 2020 | $871,275 | +12.1% | 14,840 | +3.6% | 0.04% | 0.0% |
| Q3 2020 | $777,155 | +9.0% | 14,329 | +5.5% | 0.04% | -4.3% |
| Q2 2020 | $712,733 | +7.7% | 13,576 | +0.1% | 0.05% | -14.5% |
| Q1 2020 | $661,760 | -9.3% | 13,563 | +2.4% | 0.06% | +5.8% |
| Q4 2019 | $729,788 | +12.3% | 13,242 | +11.4% | 0.05% | -1.9% |
| Q3 2019 | $650,087 | +0.2% | 11,883 | +1.8% | 0.05% | -3.6% |
| Q2 2019 | $648,858 | +2.8% | 11,674 | +0.0% | 0.06% | -6.8% |
| Q1 2019 | $631,155 | +11.8% | 11,671 | +7.6% | 0.06% | -15.7% |
| Q4 2018 | $564,331 | +7.5% | 10,846 | +8.8% | 0.07% | +16.7% |
| Q3 2018 | $524,798 | -7.7% | 9,973 | -4.9% | 0.06% | -22.1% |
| Q2 2018 | $568,561 | -1.6% | 10,482 | +8.0% | 0.08% | -10.5% |
| Q1 2018 | $578,062 | +10.4% | 9,707 | +6.6% | 0.09% | +3.6% |
| Q4 2017 | $523,835 | – | 9,107 | – | 0.08% | – |
Download | ||||||
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% |