SPDR SERIES TRUST's ticker is TFIXXXX and the CUSIP is 78464A458.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $28,081,000 | +20.9% | 1,151,786 | +19.6% | 0.56% | +1.3% |
| Q3 2015 | $23,219,000 | +17.6% | 963,058 | +15.7% | 0.55% | +8.0% |
| Q2 2015 | $19,745,000 | +20.0% | 832,422 | +22.5% | 0.51% | +11.3% |
| Q1 2015 | $16,454,000 | +10.1% | 679,350 | +9.8% | 0.46% | -0.2% |
| Q4 2014 | $14,948,000 | +10.4% | 618,716 | +9.6% | 0.46% | -2.7% |
| Q3 2014 | $13,543,000 | +20.9% | 564,305 | +19.3% | 0.47% | +8.5% |
| Q2 2014 | $11,205,000 | +28.4% | 473,155 | +26.1% | 0.44% | +19.7% |
| Q1 2014 | $8,726,000 | +35.1% | 375,308 | +31.0% | 0.36% | +24.1% |
| Q4 2013 | $6,460,000 | +22.0% | 286,445 | +23.6% | 0.29% | +5.8% |
| Q3 2013 | $5,295,000 | +30.5% | 231,804 | +30.7% | 0.28% | +14.9% |
| Q2 2013 | $4,056,000 | – | 177,416 | – | 0.24% | – |
Download | ||||||
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% |