SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 73 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,966 | +3.3% | 110 | 0.0% | 0.00% | – |
| Q2 2020 | $5,775 | +7.6% | 110 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $5,367 | -11.5% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,062 | +0.7% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,018 | -1.6% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,114 | +2.8% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,949 | +3.9% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,723 | -1.1% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,788 | -3.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,966 | -8.9% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,551 | +3.5% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,327 | +0.4% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,304 | – | 110 | – | 0.00% | – |
Download | ||||||
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% |