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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,128 | -3.3% | 27 | 0.0% | 0.00% | – |
| Q1 2023 | $1,167 | +4.9% | 27 | 0.0% | 0.00% | – |
| Q4 2022 | $1,112 | – | 27 | +2600.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 1 | -96.4% | 0.00% | – |
| Q1 2022 | $2,000 | +100.0% | 28 | +3.7% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -50.0% | 27 | +3.8% | 0.00% | – |
| Q2 2021 | $2,000 | +100.0% | 26 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -50.0% | 26 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 26 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -99.1% | 26 | -98.6% | 0.00% | -100.0% |
| Q1 2018 | $113,000 | +3.7% | 1,905 | +0.6% | 0.02% | 0.0% |
| Q4 2017 | $109,000 | +3.8% | 1,893 | +1.4% | 0.02% | 0.0% |
| Q3 2017 | $105,000 | -0.9% | 1,867 | +0.5% | 0.02% | -10.0% |
| Q2 2017 | $106,000 | – | 1,857 | – | 0.02% | – |
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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% |