SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 88 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,797 | -3.5% | 7,653 | +3.6% | 0.24% | -2.8% |
| Q2 2023 | $308,466 | -3.6% | 7,386 | -0.3% | 0.25% | -7.2% |
| Q1 2023 | $320,063 | +5.6% | 7,405 | +0.8% | 0.26% | -2.9% |
| Q4 2022 | $303,000 | +17.0% | 7,348 | +13.4% | 0.27% | +7.1% |
| Q3 2022 | $259,000 | -11.0% | 6,480 | +0.6% | 0.26% | -6.6% |
| Q2 2022 | $291,000 | -23.2% | 6,441 | -8.3% | 0.27% | -18.8% |
| Q1 2022 | $379,000 | +2.2% | 7,025 | +1.8% | 0.34% | +12.0% |
| Q4 2021 | $371,000 | +3.1% | 6,901 | +4.2% | 0.30% | -4.2% |
| Q3 2021 | $360,000 | +3.2% | 6,622 | +7.1% | 0.31% | -0.6% |
| Q2 2021 | $349,000 | +2.0% | 6,184 | +0.4% | 0.32% | -4.5% |
| Q1 2021 | $342,000 | – | 6,158 | – | 0.33% | – |
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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% |