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 2020 | $10,000 | -28.6% | 200 | -27.5% | 0.01% | +37.5% |
| Q2 2020 | $14,000 | +7.7% | 276 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $13,000 | -13.3% | 276 | 0.0% | 0.01% | +28.6% |
| Q4 2019 | $15,000 | -6.2% | 276 | -4.8% | 0.01% | -12.5% |
| Q3 2019 | $16,000 | -92.7% | 290 | -92.2% | 0.01% | -81.4% |
| Q3 2014 | $218,000 | -41.1% | 3,715 | -37.6% | 0.04% | -31.7% |
| Q2 2014 | $370,000 | -0.3% | 5,951 | -3.5% | 0.06% | +5.0% |
| Q1 2014 | $371,000 | -3.1% | 6,169 | -5.8% | 0.06% | -7.7% |
| Q4 2013 | $383,000 | -21.7% | 6,549 | -20.1% | 0.06% | -32.3% |
| Q3 2013 | $489,000 | -9.4% | 8,198 | -12.5% | 0.10% | -12.7% |
| Q2 2013 | $540,000 | – | 9,373 | – | 0.11% | – |
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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% |