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 | $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. | 221,489 | $9,125 | 6.81% |
| Upper Left Wealth Management, LLC | 98,333 | $4,051,320 | 4.79% |
| Windham Capital Management, LLC | 227,484 | $9,372,352 | 3.60% |
| Forefront Analytics, LLC | 139,953 | $5,765,991 | 3.07% |
| Sterling Manor Financial, LLC | 33,550 | $1,382,253 | 1.54% |
| Family Firm, Inc. | 107,081 | $4,411,719 | 1.29% |
| GenTrust, LLC | 266,970 | $10,999,164 | 0.98% |
| NewSquare Capital LLC | 169,210 | $6,971,452 | 0.87% |
| RPg Family Wealth Advisory, LLC | 25,185 | $1,037,601 | 0.71% |
| Empirical Asset Management, LLC | 15,849 | $652,989 | 0.69% |