SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 111 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $56,000 | -50.0% | 1,068 | -45.8% | 0.00% | -50.0% |
| Q3 2016 | $112,000 | +75.0% | 1,969 | +68.9% | 0.00% | +100.0% |
| Q2 2016 | $64,000 | +10.3% | 1,166 | +8.6% | 0.00% | 0.0% |
| Q1 2016 | $58,000 | -79.2% | 1,074 | -80.6% | 0.00% | -84.6% |
| Q4 2015 | $279,000 | +17.7% | 5,545 | +21.7% | 0.01% | -31.6% |
| Q3 2015 | $237,000 | -5.2% | 4,556 | 0.0% | 0.02% | +5.6% |
| Q2 2015 | $250,000 | +0.4% | 4,556 | -0.3% | 0.02% | +5.9% |
| Q1 2015 | $249,000 | +10.7% | 4,571 | +15.8% | 0.02% | -29.2% |
| Q4 2014 | $225,000 | +73.1% | 3,947 | +78.4% | 0.02% | +50.0% |
| Q3 2014 | $130,000 | -20.7% | 2,212 | -16.4% | 0.02% | -27.3% |
| Q2 2014 | $164,000 | -59.6% | 2,647 | -60.9% | 0.02% | -24.1% |
| Q1 2014 | $406,000 | +138.8% | 6,762 | +132.2% | 0.03% | +11.5% |
| Q4 2013 | $170,000 | -4.5% | 2,912 | -2.5% | 0.03% | -16.1% |
| Q3 2013 | $178,000 | +249.0% | 2,987 | +239.0% | 0.03% | +210.0% |
| Q2 2013 | $51,000 | – | 881 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 234,722 | $9,384 | 5.96% |
| Upper Left Wealth Management, LLC | 114,537 | $4,410,820 | 3.99% |
| Forefront Analytics, LLC | 148,535 | $5,720,081 | 2.74% |
| Idaho Trust Bank | 120,593 | $4,642,792 | 2.37% |
| RPg Family Wealth Advisory, LLC | 179,198 | $6,900,896 | 2.27% |
| Windham Capital Management, LLC | 61,532 | $2,369,597 | 1.86% |
| Family Firm, Inc. | 317,407 | $4,721,331 | 1.05% |
| Aspect Partners, LLC | 24,681 | $950,475 | 0.57% |
| GenTrust, LLC | 252,382 | $9,719,231 | 0.53% |
| SYKON CAPITAL LLC | 31,219 | $1,202,244 | 0.45% |