SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 83 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58 | -7.9% | 1,500 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $63 | -3.1% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $65 | +4.8% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $62 | -99.9% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $60,000 | -98.6% | 1,500 | +1848.1% | 0.00% | +300.0% |
| Q4 2014 | $4,385,000 | -3.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $4,522,000 | -5.3% | 77 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $4,774,000 | +3.2% | 77 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $4,626,000 | +11.5% | 77 | +8.5% | 0.00% | 0.0% |
| Q4 2013 | $4,149,000 | -1.9% | 71 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $4,230,000 | +3.5% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $4,087,000 | -7.3% | 71 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $4,408,000 | -2.3% | 71 | 0.0% | 0.00% | -50.0% |
| Q4 2012 | $4,511,000 | – | 71 | – | 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% |