SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 73 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,969 | -6.8% | 102 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,260 | -3.4% | 102 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,408 | +110100.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 102 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 102 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $5,000 | -16.7% | 102 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | +20.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | -16.7% | 102 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | – | 102 | – | 0.00% | – |
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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% |