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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $708,372 | -5.1% | 16,963 | -1.7% | 0.33% | -4.6% |
| Q1 2023 | $746,188 | +6.0% | 17,265 | +1.1% | 0.35% | +27.2% |
| Q4 2022 | $703,887 | +13.3% | 17,085 | +10.1% | 0.27% | -23.6% |
| Q3 2022 | $621,000 | +3.8% | 15,518 | +17.2% | 0.36% | +7.2% |
| Q2 2022 | $598,000 | -18.2% | 13,238 | -2.3% | 0.33% | +53.0% |
| Q1 2022 | $731,000 | -2.1% | 13,548 | -2.5% | 0.22% | +9.0% |
| Q4 2021 | $747,000 | +4.9% | 13,895 | +6.1% | 0.20% | +27.6% |
| Q3 2021 | $712,000 | -5.7% | 13,093 | -2.1% | 0.16% | +9.1% |
| Q2 2021 | $755,000 | +21.4% | 13,377 | +19.5% | 0.14% | +18.2% |
| Q1 2021 | $622,000 | -1.7% | 11,194 | +3.9% | 0.12% | +7.1% |
| Q4 2020 | $633,000 | +15.3% | 10,778 | +6.5% | 0.11% | 0.0% |
| Q3 2020 | $549,000 | -4.9% | 10,119 | -7.9% | 0.11% | -10.3% |
| Q2 2020 | $577,000 | -4.3% | 10,984 | -11.1% | 0.13% | -15.4% |
| Q1 2020 | $603,000 | -1.1% | 12,350 | +11.5% | 0.15% | +21.1% |
| Q4 2019 | $610,000 | +28.7% | 11,077 | +28.0% | 0.12% | +17.1% |
| Q3 2019 | $474,000 | +43.2% | 8,657 | +45.4% | 0.10% | +12.9% |
| Q2 2019 | $331,000 | +13.4% | 5,952 | +10.3% | 0.09% | +4.5% |
| Q1 2019 | $292,000 | +33.3% | 5,396 | +28.4% | 0.09% | +9.9% |
| Q4 2018 | $219,000 | +226.9% | 4,202 | +266.7% | 0.08% | +376.5% |
| Q4 2017 | $67,000 | – | 1,146 | – | 0.02% | – |
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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% |