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. | 126,685 | $6,871,000 | 5.53% |
| Forefront Analytics, LLC | 152,614 | $8,281,000 | 3.85% |
| Stellar Capital Management, LLC | 102,747 | $5,573,000 | 3.66% |
| MD Financial Management Inc. | 866,871 | $47,019,000 | 2.18% |
| Family Firm, Inc. | 85,763 | $4,652,000 | 1.74% |
| NewSquare Capital LLC | 156,715 | $8,549,000 | 1.74% |
| WESPAC Advisors, LLC | 23,442 | $1,271,000 | 1.31% |
| Transamerica Financial Advisors, Inc. | 57,875 | $3,140,000 | 0.70% |
| GenTrust, LLC | 75,233 | $4,081,000 | 0.68% |
| Addison Capital Co | 11,003 | $597,000 | 0.46% |