SPDR INDEX SHS FDS's ticker is IPS and the CUSIP is 78463X723.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $354,000 | -24.4% | 9,276 | -22.9% | 0.05% | -30.3% |
| Q3 2014 | $468,000 | +0.2% | 12,036 | +7.8% | 0.08% | -1.3% |
| Q2 2014 | $467,000 | +6.1% | 11,169 | +1.4% | 0.08% | +6.9% |
| Q1 2014 | $440,000 | +26.1% | 11,017 | +26.6% | 0.07% | +24.1% |
| Q4 2013 | $349,000 | +4.8% | 8,703 | +1.8% | 0.06% | -3.3% |
| Q3 2013 | $333,000 | – | 8,550 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 227,395 | $9,430,000 | 0.11% |
| InterOcean Capital, LLC | 7,875 | $327,000 | 0.10% |
| Beaumont Financial Partners, LLC | 5,463 | $226,000 | 0.04% |
| Virtu KCG Holdings LLC | 7,853 | $326,000 | 0.01% |
| MSI Financial Services Inc | 2,603 | $108,000 | 0.01% |
| LPL Financial LLC | 15,162 | $612,000 | 0.00% |
| JANE STREET GROUP, LLC | 6,889 | $286,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 51,205 | $2,124,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 737 | $31,000 | 0.00% |
| Citadel Advisors | 13,368 | $554,000 | 0.00% |