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% | – |
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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% |