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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |