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Disclosery

WIP SPDR SERIES TRUST

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FTSE INT GVT ETF (fund)

62 managers (62 13F filers) reported a position in WIP shares at 2024-12-31, 3,258,099 shares in all. 6 filers opened a position and 11 filers sold out during the quarter.

Managers
62
13F filers
62
New
6
Added
24
Reduced
15
Sold out
11
Shares held by filers
3,258,099

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STATE STREET CORPin group STATE STREET CORP544,124$19.7M<0.01%+15,18713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.283,916$10.3M0.18%+15,17213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GenTrust, LLC276,817$10M0.44%+15,00013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.239,716$8.67M5.17%+34013F-HR/ATimeline
Forefront Analytics, LLC217,606$7.87M3.66%+67,52713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/162,839$5.89M<0.01%+21,48113F-HRTimelineGroup
Family Firm, Inc.335,717$5.11M1.14%+4,75713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY139,838$5.06M<0.01%-51,57013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN139,088$5.03M<0.01%-7,15213F-HRTimelineGroup
Idaho Trust Co136,938$4.95M2.5%+13,92513F-HRTimeline
UBS Group AGin group UBS Group AG106,157$3.84M<0.01%+12,52313F-HRTimelineGroup
Cambria Investment Management, L.P.86,465$3.13M0.19%-1,35813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …83,595$3.02M0.26%new13F-HRTimelineGroup
LPL Financial LLC57,198$2.07M<0.01%-61,63213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,979$1.95M<0.01%-179,23313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,850$1.59M<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC43,621$1.58M0.01%+4,94313F-HRTimelineGroup
Upper Left Wealth Management, LLC36,040$1.3M1.12%-5,12413F-HRTimeline
Comprehensive Money Management Services…28,503$1.03M0.85%13F-HRTimeline
NewEdge Advisors, LLC25,885$937K0.01%+98913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,797$897K<0.01%-1,82413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,039$580K<0.01%+8,62713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,616$529K<0.01%13F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.14,511$525K0.03%+18713F-HRTimeline
Advisors Asset Management, Inc.14,340$519K0.01%-95713F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,796$427K<0.01%+1,09113F-HRTimelineGroup
SCOTIA CAPITAL INC.11,610$420K<0.01%-9,36413F-HRTimeline
McGrath & Associates, Inc.10,777$390K0.79%13F-HRTimeline
Empirical Asset Management, LLC10,274$372K0.12%+56313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,527$345K<0.01%-3,39713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,978$325K<0.01%-20,20413F-HRTimelineGroup
4Thought Financial Group Inc.8,667$314K0.19%+16713F-HRTimeline
RFG Advisory, LLC8,208$297K0.01%+13513F-HRTimeline
Addison Capital Co7,652$277K0.11%-85713F-HRTimeline
CALTON & ASSOCIATES, INC.7,239$262K0.12%+65213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,936$251K0.02%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,789$246K0.02%+213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,673$241K<0.01%new13F-HR/ATimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,580$238K0.09%013F-HRTimeline
Global Retirement Partners, LLC2,884$104K<0.01%-29013F-HRTimeline
Glass Jacobson Investment Advisors llc1,816$65.7K0.02%+3013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,410$51K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,305$47.2K<0.01%+1,13813F-HRTimelineGroup
Avior Wealth Management, LLC433$15.7K<0.01%+213F-HRTimeline
Continuum Advisory, LLC430$15.6K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS415$15K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…350$12.7K<0.01%013F-HRTimeline
SRH ADVISORS, LLC260$9.41K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…145$6K<0.01%-1313F-HRTimelineGroup
AE Wealth Management LLC155$5.6K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC121$4.38K<0.01%13F-HRTimeline
Pflug Koory, LLC102$3.69K<0.01%013F-HRTimeline
Key Financial Inc99$3.58K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…78$2.82K<0.01%013F-HRTimeline
REAP Financial Group, LLC60$2.18K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC70$2K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC34$1.23K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10$371<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.9$326<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$253<0.01%+513F-HRTimelineGroup
Breakwater Investment Management5$181<0.01%-46313F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.