SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 88 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $921,000 | +96339.8% | 22,047 | -0.2% | 0.05% | -31.1% |
| Q1 2023 | $955 | +10.8% | 22,093 | +5.5% | 0.07% | +32.1% |
| Q4 2022 | $862 | -99.9% | 20,933 | -13.5% | 0.06% | -42.9% |
| Q3 2022 | $969,000 | -7.9% | 24,204 | +23.8% | 0.10% | +63.3% |
| Q4 2021 | $1,052,000 | -13.5% | 19,544 | -12.5% | 0.06% | -26.8% |
| Q3 2021 | $1,216,000 | +12.7% | 22,346 | +16.8% | 0.08% | +15.5% |
| Q2 2021 | $1,079,000 | +9.9% | 19,127 | +9.8% | 0.07% | +108.8% |
| Q1 2021 | $982,000 | +9.7% | 17,415 | +14.3% | 0.03% | -10.5% |
| Q4 2020 | $895,000 | +29733.3% | 15,239 | +29780.4% | 0.04% | – |
| Q3 2020 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 51 | -13.6% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 59 | +11.3% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 53 | -3.6% | 0.00% | – |
| Q3 2019 | $3,000 | – | 55 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 184,459 | $10,208,000 | 6.09% |
| Forefront Analytics, LLC | 127,240 | $6,925,000 | 2.52% |
| GenTrust, LLC | 397,147 | $21,611,000 | 1.79% |
| NewSquare Capital LLC | 225,879 | $12,291,000 | 1.44% |
| Family Firm, Inc. | 86,564 | $4,831,000 | 1.27% |
| HoyleCohen, LLC | 140,207 | $7,629,000 | 0.72% |
| Genesee Capital Advisors, LLC | 24,682 | $1,343,000 | 0.66% |
| Transamerica Financial Advisors, Inc. | 369 | $21,000 | 0.59% |
| BENNICAS & ASSOCIATES, INC. | 16,400 | $892,000 | 0.50% |
| MD Financial Management Inc. | 336,194 | $18,294,000 | 0.46% |