SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 99 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251 | -3.1% | 6,013 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $259 | -0.8% | 5,999 | -5.6% | 0.00% | 0.0% |
| Q4 2022 | $261 | -99.9% | 6,352 | -12.3% | 0.00% | 0.0% |
| Q3 2022 | $290,000 | -40.3% | 7,246 | -32.7% | 0.00% | 0.0% |
| Q2 2022 | $486,000 | -4.1% | 10,763 | +14.4% | 0.00% | 0.0% |
| Q1 2022 | $507,000 | +3.9% | 9,405 | +3.6% | 0.00% | 0.0% |
| Q4 2021 | $488,000 | +9.7% | 9,080 | +10.9% | 0.00% | 0.0% |
| Q3 2021 | $445,000 | +31.3% | 8,187 | +36.0% | 0.00% | 0.0% |
| Q2 2021 | $339,000 | +10.1% | 6,020 | +8.4% | 0.00% | 0.0% |
| Q1 2021 | $308,000 | +2.7% | 5,556 | +8.7% | 0.00% | 0.0% |
| Q4 2020 | $300,000 | +7.9% | 5,110 | -0.5% | 0.00% | 0.0% |
| Q3 2020 | $278,000 | – | 5,136 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 221,489 | $9,125 | 6.81% |
| Upper Left Wealth Management, LLC | 98,333 | $4,051,320 | 4.79% |
| Windham Capital Management, LLC | 227,484 | $9,372,352 | 3.60% |
| Forefront Analytics, LLC | 139,953 | $5,765,991 | 3.07% |
| Sterling Manor Financial, LLC | 33,550 | $1,382,253 | 1.54% |
| Family Firm, Inc. | 107,081 | $4,411,719 | 1.29% |
| GenTrust, LLC | 266,970 | $10,999,164 | 0.98% |
| NewSquare Capital LLC | 169,210 | $6,971,452 | 0.87% |
| RPg Family Wealth Advisory, LLC | 25,185 | $1,037,601 | 0.71% |
| Empirical Asset Management, LLC | 15,849 | $652,989 | 0.69% |