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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $562,000 | +5.2% | 10,260 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $534,000 | -8.6% | 10,260 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $584,000 | -21.4% | 10,260 | -24.2% | 0.00% | 0.0% |
| Q2 2016 | $743,000 | -23.2% | 13,530 | -24.2% | 0.00% | -25.0% |
| Q1 2016 | $968,000 | +7.8% | 17,840 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $898,000 | +6.3% | 17,840 | +9.9% | 0.00% | +33.3% |
| Q3 2015 | $845,000 | +3.8% | 16,240 | +9.5% | 0.00% | 0.0% |
| Q2 2015 | $814,000 | +4.4% | 14,830 | +3.7% | 0.00% | 0.0% |
| Q1 2015 | $780,000 | -1.3% | 14,300 | +3.0% | 0.00% | 0.0% |
| Q4 2014 | $790,000 | -3.9% | 13,880 | -0.9% | 0.00% | -25.0% |
| Q3 2014 | $822,000 | -0.4% | 14,000 | +5.3% | 0.00% | +33.3% |
| Q2 2014 | $825,000 | +10.6% | 13,300 | +7.1% | 0.00% | 0.0% |
| Q1 2014 | $746,000 | +3.9% | 12,420 | +1.1% | 0.00% | 0.0% |
| Q4 2013 | $718,000 | – | 12,290 | – | 0.00% | – |
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% |