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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $111,136 | +4.9% | 2,571 | 0.0% | 0.05% | -9.6% |
| Q4 2022 | $105,934 | -66.3% | 2,571 | -67.2% | 0.05% | -63.9% |
| Q3 2022 | $314,000 | -10.5% | 7,841 | +1.0% | 0.14% | -9.4% |
| Q2 2022 | $351,000 | -57.7% | 7,765 | -49.5% | 0.16% | -7.6% |
| Q1 2022 | $830,000 | +101.5% | 15,384 | +101.1% | 0.17% | -5.5% |
| Q4 2021 | $412,000 | -1.0% | 7,650 | 0.0% | 0.18% | -9.9% |
| Q3 2021 | $416,000 | -3.7% | 7,650 | 0.0% | 0.20% | -9.0% |
| Q2 2021 | $432,000 | +1.6% | 7,650 | 0.0% | 0.22% | -11.2% |
| Q1 2021 | $425,000 | -5.3% | 7,650 | 0.0% | 0.25% | -16.7% |
| Q4 2020 | $449,000 | +8.2% | 7,650 | 0.0% | 0.30% | -2.0% |
| Q3 2020 | $415,000 | +3.2% | 7,650 | 0.0% | 0.31% | -2.2% |
| Q2 2020 | $402,000 | +7.8% | 7,650 | 0.0% | 0.31% | -11.8% |
| Q1 2020 | $373,000 | -11.6% | 7,650 | 0.0% | 0.36% | -0.3% |
| Q4 2019 | $422,000 | – | 7,650 | – | 0.36% | – |
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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% |