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 | $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 ↓ |
|---|---|---|---|
| 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% |