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 | $369,000 | -38.5% | 7,085 | -35.2% | 0.00% | -33.3% |
| Q2 2015 | $600,000 | -6.4% | 10,931 | -7.0% | 0.01% | -14.3% |
| Q1 2015 | $641,000 | -9.8% | 11,756 | -5.9% | 0.01% | -12.5% |
| Q4 2014 | $711,000 | -3.8% | 12,490 | -0.7% | 0.01% | -11.1% |
| Q3 2014 | $739,000 | +3.6% | 12,576 | +9.3% | 0.01% | 0.0% |
| Q2 2014 | $713,000 | +149.3% | 11,501 | +142.0% | 0.01% | +125.0% |
| Q1 2014 | $286,000 | +8.3% | 4,753 | +5.3% | 0.00% | 0.0% |
| Q4 2013 | $264,000 | -9.9% | 4,515 | -8.2% | 0.00% | -20.0% |
| Q3 2013 | $293,000 | +7.7% | 4,918 | +3.9% | 0.01% | 0.0% |
| Q2 2013 | $272,000 | – | 4,733 | – | 0.01% | – |
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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% |