SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 84 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $204,034 | -0.9% | 4,865 | -1.4% | 0.04% | -7.3% |
| Q2 2023 | $205,957 | -3.3% | 4,932 | +0.0% | 0.04% | -6.8% |
| Q1 2023 | $213,070 | +3.5% | 4,930 | -1.3% | 0.04% | -2.2% |
| Q4 2022 | $205,874 | -16.0% | 4,997 | -18.2% | 0.04% | -22.4% |
| Q3 2022 | $245,000 | +6.5% | 6,110 | +20.3% | 0.06% | +11.5% |
| Q2 2022 | $230,000 | – | 5,080 | – | 0.05% | – |
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% |