SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 121 filers reported holding SPDR SERIES TRUST in Q3 2014. 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. | 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% |