Shearwater Capital LLC - SPDR SERIES TRUST ownership

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
Shearwater Capital LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$200,745
-7.1%
4,757
+2.2%
0.20%
-12.9%
Q2 2022$216,000
-17.2%
4,653
-1.8%
0.23%
-2.9%
Q1 2022$261,000
-3.3%
4,737
-3.6%
0.24%
+3.0%
Q4 2021$270,0004,9150.23%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
LBJ Family Wealth Advisors, Ltd. 184,459$10,208,0006.09%
Forefront Analytics, LLC 127,240$6,925,0002.52%
GenTrust, LLC 397,147$21,611,0001.79%
NewSquare Capital LLC 225,879$12,291,0001.44%
Family Firm, Inc. 86,564$4,831,0001.27%
HoyleCohen, LLC 140,207$7,629,0000.72%
Genesee Capital Advisors, LLC 24,682$1,343,0000.66%
Transamerica Financial Advisors, Inc. 369$21,0000.59%
BENNICAS & ASSOCIATES, INC. 16,400$892,0000.50%
MD Financial Management Inc. 336,194$18,294,0000.46%
View complete list of SPDR SERIES TRUST shareholders