SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 73 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,621,624 | -6.4% | 38,832 | -3.1% | 0.00% | 0.0% |
| Q1 2023 | $1,732,516 | +5.2% | 40,086 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $1,646,640 | -20.8% | 39,967 | +4.5% | 0.00% | 0.0% |
| Q3 2021 | $2,080,000 | -1.1% | 38,231 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $2,103,000 | +18.3% | 37,272 | +16.4% | 0.00% | 0.0% |
| Q1 2021 | $1,777,000 | +82.1% | 32,007 | +77.9% | 0.00% | 0.0% |
| Q2 2018 | $976,000 | +9.8% | 17,996 | +20.6% | 0.00% | 0.0% |
| Q1 2018 | $889,000 | – | 14,925 | – | 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% |