SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 89 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,072 | -9.6% | 12,467 | -3.0% | 0.42% | -10.9% |
| Q2 2023 | $536,869 | +1.4% | 12,856 | +4.9% | 0.48% | -6.1% |
| Q1 2023 | $529,428 | -18.9% | 12,250 | -22.7% | 0.51% | -26.3% |
| Q4 2022 | $652,989 | -2.2% | 15,849 | -5.1% | 0.69% | -5.8% |
| Q3 2022 | $668,000 | -15.0% | 16,704 | -3.8% | 0.73% | -12.1% |
| Q2 2022 | $786,000 | -16.4% | 17,372 | -0.3% | 0.83% | -7.3% |
| Q1 2022 | $940,000 | +23.2% | 17,422 | +22.9% | 0.89% | +21.5% |
| Q4 2021 | $763,000 | – | 14,180 | – | 0.74% | – |
Download | ||||||
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% |