SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 106 filers reported holding SPDR SERIES TRUST in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,306,000 | -3.9% | 40,483 | -0.9% | 0.57% | -7.3% |
| Q3 2014 | $2,399,000 | -10.7% | 40,847 | -5.7% | 0.61% | -9.0% |
| Q2 2014 | $2,686,000 | +2.3% | 43,312 | -0.9% | 0.68% | -2.2% |
| Q1 2014 | $2,625,000 | -2.8% | 43,687 | -5.5% | 0.69% | -2.4% |
| Q4 2013 | $2,702,000 | +546.4% | 46,232 | +559.4% | 0.71% | +465.6% |
| Q3 2013 | $418,000 | -3.2% | 7,011 | -6.6% | 0.12% | -16.1% |
| Q2 2013 | $432,000 | – | 7,510 | – | 0.15% | – |
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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% |