SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 95 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,571 | +714.3% | 2,302 | +1051.0% | 0.00% | – |
| Q1 2021 | $11,000 | -52.2% | 200 | -50.0% | 0.00% | – |
| Q4 2020 | $23,000 | +4.5% | 400 | 0.0% | 0.00% | – |
| Q3 2020 | $22,000 | +4.8% | 400 | 0.0% | 0.00% | – |
| Q2 2020 | $21,000 | -44.7% | 400 | -48.4% | 0.00% | – |
| Q1 2020 | $38,000 | -11.6% | 775 | 0.0% | 0.00% | – |
| Q4 2019 | $43,000 | +2.4% | 775 | 0.0% | 0.00% | – |
| Q3 2019 | $42,000 | -12.5% | 775 | 0.0% | 0.00% | – |
| Q2 2019 | $48,000 | -2.0% | 775 | -3.1% | 0.00% | – |
| Q1 2019 | $49,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q4 2018 | $49,000 | +16.7% | 800 | 0.0% | 0.00% | – |
| Q3 2018 | $42,000 | -2.3% | 800 | 0.0% | 0.00% | – |
| Q2 2018 | $43,000 | -10.4% | 800 | 0.0% | 0.00% | – |
| Q1 2018 | $48,000 | – | 800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pure Financial Advisors, LLC | 375,934 | $22,079,000 | 8.19% |
| Cabot-Wellington, LLC | 225,710 | $13,256,000 | 4.92% |
| Advisory Alpha, LLC | 61,635 | $3,629,000 | 2.41% |
| Gateway Advisory, LLC | 86,580 | $5,085,000 | 2.33% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 138,452 | $8,131,000 | 2.00% |
| VALLEY NATIONAL BANCORP | 26,357 | $1,548,000 | 1.80% |
| Valmark Advisers, Inc. | 1,222,474 | $71,796,000 | 1.72% |
| Garde Capital, Inc. | 71,739 | $4,213,000 | 1.65% |
| Counsel Portfolio Services Inc. | 262,653 | $15,426,000 | 1.60% |
| Coastline Trust Co | 103,445 | $6,075,000 | 1.59% |