SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 106 filers reported holding SPDR SERIES TRUST in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $228,000 | -5.8% | 4,390 | -0.5% | 0.02% | 0.0% |
| Q2 2015 | $242,000 | +3.9% | 4,412 | +3.3% | 0.02% | +5.3% |
| Q1 2015 | $233,000 | -7.5% | 4,271 | -3.5% | 0.02% | -9.5% |
| Q4 2014 | $252,000 | -18.7% | 4,425 | -16.3% | 0.02% | -19.2% |
| Q3 2014 | $310,000 | -23.8% | 5,288 | -19.5% | 0.03% | -23.5% |
| Q2 2014 | $407,000 | -0.7% | 6,566 | -3.9% | 0.03% | -2.9% |
| Q1 2014 | $410,000 | +8.2% | 6,831 | +5.3% | 0.04% | +2.9% |
| Q4 2013 | $379,000 | -22.7% | 6,487 | -21.1% | 0.03% | -24.4% |
| Q3 2013 | $490,000 | -81.2% | 8,227 | -81.9% | 0.04% | -81.8% |
| Q2 2013 | $2,612,000 | – | 45,380 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pure Financial Advisors, LLC | 375,934 | $22,079,000 | 8.19% |
| Cabot-Wellington, LLC | 225,710 | $13,256,000 | 4.92% |
| Advisory Alpha, LLC | 61,635 | $3,629,000 | 2.41% |
| Gateway Advisory, LLC | 86,580 | $5,085,000 | 2.33% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 138,452 | $8,131,000 | 2.00% |
| VALLEY NATIONAL BANCORP | 26,357 | $1,548,000 | 1.80% |
| Valmark Advisers, Inc. | 1,222,474 | $71,796,000 | 1.72% |
| Garde Capital, Inc. | 71,739 | $4,213,000 | 1.65% |
| Counsel Portfolio Services Inc. | 262,653 | $15,426,000 | 1.60% |
| Coastline Trust Co | 103,445 | $6,075,000 | 1.59% |