SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 89 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $253,396 | -7.3% | 6,580 | -3.8% | 0.11% | -3.6% |
| Q1 2024 | $273,423 | -4.7% | 6,839 | 0.0% | 0.11% | -8.3% |
| Q4 2023 | $286,828 | +7.8% | 6,839 | 0.0% | 0.12% | -4.0% |
| Q3 2023 | $266,105 | -2.3% | 6,839 | +4.9% | 0.12% | +0.8% |
| Q2 2023 | $272,233 | -25.3% | 6,519 | -22.7% | 0.12% | -29.5% |
| Q1 2023 | $364,258 | +4.9% | 8,428 | 0.0% | 0.18% | +0.6% |
| Q4 2022 | $347,234 | – | 8,428 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 124,938 | $7,186,000 | 5.91% |
| Forefront Analytics, LLC | 94,057 | $5,410,000 | 3.22% |
| MD Financial Management Inc. | 774,654 | $44,558,000 | 2.18% |
| Family Firm, Inc. | 79,806 | $4,590,000 | 1.82% |
| Stellar Capital Management, LLC | 40,204 | $2,313,000 | 1.54% |
| FormulaFolio Investments, LLC | 278,829 | $16,038,000 | 1.05% |
| Crabel Capital Management, LLC | 17,319 | $996,000 | 0.67% |
| GenTrust, LLC | 60,233 | $3,465,000 | 0.62% |
| WESPAC Advisors, LLC | 11,318 | $651,000 | 0.60% |
| Addison Capital Co | 11,183 | $643,000 | 0.51% |