SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 111 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $210,000 | -4.1% | 3,850 | 0.0% | 0.03% | -5.9% |
| Q4 2014 | $219,000 | -3.1% | 3,850 | 0.0% | 0.03% | -8.1% |
| Q3 2014 | $226,000 | -8.5% | 3,850 | -3.3% | 0.04% | -9.8% |
| Q2 2014 | $247,000 | +3.3% | 3,982 | +0.1% | 0.04% | 0.0% |
| Q1 2014 | $239,000 | +2.6% | 3,980 | 0.0% | 0.04% | +2.5% |
| Q4 2013 | $233,000 | -4.5% | 3,980 | -2.9% | 0.04% | -11.1% |
| Q3 2013 | $244,000 | -1.6% | 4,099 | -5.0% | 0.04% | -4.3% |
| Q2 2013 | $248,000 | – | 4,315 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 184,459 | $10,208,000 | 6.09% |
| Forefront Analytics, LLC | 127,240 | $6,925,000 | 2.52% |
| GenTrust, LLC | 397,147 | $21,611,000 | 1.79% |
| NewSquare Capital LLC | 225,879 | $12,291,000 | 1.44% |
| Family Firm, Inc. | 86,564 | $4,831,000 | 1.27% |
| HoyleCohen, LLC | 140,207 | $7,629,000 | 0.72% |
| Genesee Capital Advisors, LLC | 24,682 | $1,343,000 | 0.66% |
| Transamerica Financial Advisors, Inc. | 369 | $21,000 | 0.59% |
| BENNICAS & ASSOCIATES, INC. | 16,400 | $892,000 | 0.50% |
| MD Financial Management Inc. | 336,194 | $18,294,000 | 0.46% |