SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 82 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,072 | +3901.4% | 4,791 | +5051.6% | 0.00% | – |
| Q1 2017 | $5,000 | +150.0% | 93 | +210.0% | 0.00% | – |
| Q2 2016 | $2,000 | -93.8% | 30 | -95.0% | 0.00% | -100.0% |
| Q1 2016 | $32,000 | +77.8% | 597 | +74.1% | 0.00% | – |
| Q3 2015 | $18,000 | 0.0% | 343 | +14.7% | 0.00% | -100.0% |
| Q3 2013 | $18,000 | +1700.0% | 299 | +1050.0% | 0.00% | – |
| Q2 2013 | $1,000 | – | 26 | – | 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% |