IFP Advisors, Inc - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 85 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$44
-99.9%
708
-0.8%
0.00%0.0%
Q3 2022$45,0000.0%7140.0%0.00%0.0%
Q2 2022$45,000
-49.4%
714
-49.8%
0.00%0.0%
Q1 2022$89,000
+134.2%
1,422
+100.8%
0.00%0.0%
Q4 2021$38,000
-2.6%
7080.0%0.00%0.0%
Q3 2021$39,0007080.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$00
-100.0%
0.00%
Q1 2020$060.0%0.00%
Q4 2019$060.0%0.00%
Q3 2019$0
-100.0%
6
-98.8%
0.00%
-100.0%
Q1 2019$27,000
-50.0%
500
-51.9%
0.00%
+33.3%
Q4 2018$54,000
-1.8%
1,0400.0%0.00%
+50.0%
Q3 2018$55,000
-76.8%
1,040
-76.2%
0.00%
-80.0%
Q2 2018$237,000
+478.0%
4,371
+507.1%
0.01%
+400.0%
Q1 2018$41,0000.0%7200.0%0.00%0.0%
Q4 2017$41,0000.0%7200.0%0.00%0.0%
Q3 2017$41,000
+2.5%
7200.0%0.00%0.0%
Q2 2017$40,000
+2.6%
7200.0%0.00%0.0%
Q1 2017$39,000
+5.4%
7200.0%0.00%0.0%
Q4 2016$37,000
-91.6%
720
-90.7%
0.00%
-91.3%
Q3 2016$441,000
+2350.0%
7,748
+2206.0%
0.02%
+2200.0%
Q2 2016$18,000
-33.3%
336
-32.8%
0.00%
-75.0%
Q1 2016$27,000
+200.0%
500
+179.3%
0.00%
+300.0%
Q4 2015$9,0001790.00%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
LBJ Family Wealth Advisors, Ltd. 230,147$8,9556.72%
Upper Left Wealth Management, LLC 97,831$3,806,6053.96%
Forefront Analytics, LLC 126,756$4,932,1162.80%
RPg Family Wealth Advisory, LLC 106,451$4,141,9891.70%
Family Firm, Inc. 118,015$4,591,9601.29%
Windham Capital Management, LLC 68,940$2,682,4631.08%
Idaho Trust Bank 27,968$1,087,9410.71%
GenTrust, LLC 250,817$9,759,2890.69%
Empirical Asset Management, LLC 12,467$485,0720.42%
Gateway Wealth Partners, LLC 58,326$2,269,4440.41%
View complete list of SPDR SERIES TRUST shareholders