SPDR SER TR's ticker is DWFI and the CUSIP is 78468R713.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $46,000 | +4.5% | 1,982 | +0.8% | 0.00% | – |
| Q1 2020 | $44,000 | -74.0% | 1,966 | -72.6% | 0.00% | – |
| Q4 2019 | $169,000 | +38.5% | 7,178 | +38.9% | 0.00% | – |
| Q3 2019 | $122,000 | +662.5% | 5,169 | +652.4% | 0.00% | – |
| Q1 2019 | $16,000 | +6.7% | 687 | +0.7% | 0.00% | – |
| Q4 2018 | $15,000 | -6.2% | 682 | +1.8% | 0.00% | – |
| Q3 2018 | $16,000 | 0.0% | 670 | +1.1% | 0.00% | – |
| Q2 2018 | $16,000 | – | 663 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prospera Financial Services Inc | 1,242,012 | $32,613,000 | 2.25% |
| ATWOOD & PALMER INC | 275,364 | $7,231,000 | 0.78% |
| Moloney Securities Asset Management, LLC | 62,795 | $1,649,000 | 0.37% |
| Western Wealth Management, LLC | 77,635 | $2,039,000 | 0.30% |
| MONEY CONCEPTS CAPITAL CORP | 28,119 | $738,000 | 0.07% |
| NewEdge Advisors, LLC | 69,136 | $1,815,000 | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 589,434 | $15,477,000 | 0.05% |
| OSAIC HOLDINGS, INC. | 210,349 | $5,523,000 | 0.02% |
| Retirement Group, LLC | 450 | $11,000 | 0.01% |
| Kestra Advisory Services, LLC | 14,740 | $387,000 | 0.00% |