SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 114 filers reported holding SPDR SERIES TRUST in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,881,856 | -8.0% | 99,765 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $4,218,747 | +622.4% | 97,611 | +828.7% | 0.00% | – |
| Q1 2021 | $584,000 | -3.8% | 10,510 | +1.7% | 0.00% | – |
| Q4 2020 | $607,000 | +46.3% | 10,338 | +35.1% | 0.00% | – |
| Q3 2020 | $415,000 | -33.3% | 7,654 | -32.1% | 0.00% | – |
| Q4 2019 | $622,000 | -17.0% | 11,277 | -17.6% | 0.00% | – |
| Q3 2019 | $749,000 | +15.1% | 13,687 | +16.9% | 0.00% | – |
| Q2 2019 | $651,000 | +50.7% | 11,709 | +46.6% | 0.00% | – |
| Q1 2019 | $432,000 | -19.4% | 7,989 | -11.3% | 0.00% | – |
| Q1 2018 | $536,000 | +6.8% | 9,004 | +3.2% | 0.00% | – |
| Q4 2017 | $502,000 | -26.6% | 8,723 | -26.9% | 0.00% | – |
| Q3 2017 | $684,000 | +1.6% | 11,935 | -1.4% | 0.00% | – |
| Q2 2017 | $673,000 | -65.7% | 12,105 | -67.9% | 0.00% | -100.0% |
| Q3 2015 | $1,964,000 | -10.2% | 37,744 | -5.2% | 0.00% | 0.0% |
| Q2 2015 | $2,186,000 | +118.6% | 39,803 | +117.2% | 0.00% | – |
| Q1 2015 | $1,000,000 | -31.6% | 18,326 | -22.2% | 0.00% | – |
| Q2 2014 | $1,461,000 | -15.2% | 23,560 | -17.8% | 0.00% | -100.0% |
| Q1 2014 | $1,722,000 | +2.9% | 28,657 | +0.1% | 0.00% | 0.0% |
| Q4 2013 | $1,673,000 | -2.6% | 28,629 | -0.7% | 0.00% | 0.0% |
| Q3 2013 | $1,718,000 | – | 28,824 | – | 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% |