Shearwater Capital LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 85 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q1 2023
NameSharesValueWeighting ↓
FIRST QUADRANT LLC/CA 22,516$1,215,0006.74%
LBJ Family Wealth Advisors, Ltd. 201,804$10,518,0006.74%
Upper Left Wealth Management, LLC 88,096$4,703,0004.87%
Forefront Analytics, LLC 188,769$10,197,0003.79%
GenTrust, LLC 464,847$25,088,0001.92%
Sterling Manor Financial, LLC 44,485$2,401,0001.92%
Family Firm, Inc. 90,344$4,876,0001.28%
Empirical Asset Management, LLC 17,422$940,0000.89%
HoyleCohen, LLC 149,680$8,078,0000.69%
RPg Family Wealth Advisory, LLC 27,430$1,480,397,0000.63%
View complete list of SPDR SERIES TRUST shareholders