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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267 | -7.0% | 6,864 | +0.0% | 0.02% | -5.3% |
| Q2 2023 | $287 | -3.4% | 6,863 | +0.0% | 0.02% | -17.4% |
| Q1 2023 | $297 | +4.9% | 6,861 | +0.0% | 0.02% | -4.2% |
| Q4 2022 | $283 | -99.9% | 6,860 | +0.0% | 0.02% | -4.0% |
| Q3 2022 | $274,000 | -12.2% | 6,857 | -0.6% | 0.02% | -7.4% |
| Q2 2022 | $312,000 | -16.1% | 6,896 | +0.0% | 0.03% | 0.0% |
| Q1 2022 | $372,000 | +0.3% | 6,894 | +0.0% | 0.03% | +12.5% |
| Q4 2021 | $371,000 | -1.1% | 6,892 | 0.0% | 0.02% | -14.3% |
| Q3 2021 | $375,000 | -87.2% | 6,892 | -86.7% | 0.03% | -84.0% |
| Q2 2021 | $2,932,000 | -0.1% | 51,855 | -1.8% | 0.18% | -6.9% |
| Q1 2021 | $2,934,000 | +46.0% | 52,830 | +42.2% | 0.19% | -26.8% |
| Q1 2019 | $2,010,000 | – | 37,164 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 184,459 | $10,409,000 | 6.19% |
| Forefront Analytics, LLC | 123,001 | $6,943,000 | 2.75% |
| GenTrust, LLC | 381,186 | $21,510,000 | 1.81% |
| NewSquare Capital LLC | 221,827 | $12,518,000 | 1.48% |
| Family Firm, Inc. | 81,858 | $4,619,000 | 1.26% |
| HoyleCohen, LLC | 137,119 | $7,738,000 | 0.60% |
| BENNICAS & ASSOCIATES, INC. | 17,400 | $982,000 | 0.54% |
| Transamerica Financial Advisors, Inc. | 365 | $21,000 | 0.51% |
| MD Financial Management Inc. | 297,787 | $15,906,000 | 0.46% |
| Cambria Investment Management, L.P. | 41,654 | $2,351,000 | 0.40% |