SPDR SERIES TRUST's ticker is TFIXXXX and the CUSIP is 78464A458.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $242,000 | +5.2% | 10,017 | +3.0% | 0.01% | +66.7% |
| Q2 2014 | $230,000 | -8.0% | 9,727 | -9.7% | 0.00% | -25.0% |
| Q1 2014 | $250,000 | -29.4% | 10,768 | -31.5% | 0.00% | -33.3% |
| Q4 2013 | $354,000 | -19.7% | 15,714 | -18.7% | 0.01% | -25.0% |
| Q3 2013 | $441,000 | -19.1% | 19,322 | -19.0% | 0.01% | -27.3% |
| Q2 2013 | $545,000 | – | 23,841 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewSquare Capital LLC | 541,634 | $13,059,000 | 3.85% |
| Advisors Preferred, LLC | 125,734 | $3,031,000 | 3.30% |
| WEALTHFRONT Corp | 2,810,216 | $67,754,000 | 2.71% |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 411,991 | $9,933,000 | 2.14% |
| BSW Wealth Partners | 140,194 | $3,380,000 | 2.02% |
| Towercrest Capital Management | 67,942 | $1,638,000 | 1.81% |
| Prospera Financial Services Inc | 295,241 | $7,118,000 | 1.80% |
| Eagle Ridge Investment Management | 244,953 | $5,906,000 | 1.52% |
| BAILARD, INC. | 376,857 | $9,086,000 | 1.42% |
| Pinnacle Advisory Group, Inc. | 379,341 | $9,145,000 | 0.97% |