SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 81 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $563,645 | -19.0% | 14,486 | -13.1% | 0.05% | -17.2% |
| Q2 2023 | $695,815 | -30.4% | 16,662 | -28.0% | 0.06% | -40.7% |
| Q1 2023 | $999,770 | +5.3% | 23,132 | +0.3% | 0.11% | -4.4% |
| Q4 2022 | $949,797 | -5.9% | 23,053 | -8.5% | 0.11% | -21.0% |
| Q3 2022 | $1,009,000 | -16.1% | 25,204 | -4.7% | 0.14% | -8.9% |
| Q2 2022 | $1,202,000 | – | 26,454 | – | 0.16% | – |
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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% |