SPDR SERIES TRUST's ticker is BILXXXX and the CUSIP is 78464A680. A total of 63 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $390,000 | -42.1% | 8,522 | -42.0% | 0.01% | -43.5% |
Q3 2016 | $673,000 | -35.2% | 14,704 | -35.3% | 0.02% | -37.8% |
Q2 2016 | $1,038,000 | -20.1% | 22,711 | -20.1% | 0.04% | -31.5% |
Q1 2016 | $1,299,000 | +20.6% | 28,423 | +20.5% | 0.05% | +10.2% |
Q4 2015 | $1,077,000 | +48.8% | 23,581 | +48.8% | 0.05% | -14.0% |
Q3 2015 | $724,000 | +143.8% | 15,848 | +144.2% | 0.06% | +171.4% |
Q2 2015 | $297,000 | -54.4% | 6,489 | -54.4% | 0.02% | -54.3% |
Q1 2015 | $651,000 | +25.7% | 14,230 | +25.6% | 0.05% | -17.9% |
Q4 2014 | $518,000 | -18.7% | 11,334 | -18.6% | 0.06% | -27.3% |
Q3 2014 | $637,000 | -32.7% | 13,925 | -32.7% | 0.08% | -39.4% |
Q2 2014 | $946,000 | -49.4% | 20,679 | -49.4% | 0.13% | -6.6% |
Q1 2014 | $1,870,000 | +84.6% | 40,874 | +84.7% | 0.14% | -12.3% |
Q4 2013 | $1,013,000 | +22.2% | 22,125 | +22.2% | 0.16% | +6.9% |
Q3 2013 | $829,000 | -27.1% | 18,099 | -27.1% | 0.14% | -36.4% |
Q2 2013 | $1,137,000 | – | 24,826 | – | 0.23% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Biltmore Wealth Management, LLC | 545,271 | $24,941,000 | 21.70% |
Portfolio Strategies Inc | 318,555 | $14,571,000 | 17.86% |
Forward Management, LLC | 1,856,242 | $84,905,000 | 4.63% |
Camarda Financial Advisors, LLC | 56,944 | $2,605,000 | 1.65% |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,136,500 | $189,204,000 | 1.42% |
Freedom Investment Management, Inc. | 186,723 | $8,541,000 | 1.11% |
IndexIQ Advisors LLC | 325,590 | $14,892,000 | 0.98% |
ENVESTNET ASSET MANAGEMENT INC | 2,049,964 | $93,765,000 | 0.95% |
KWMG, LLC | 7,349 | $336,000 | 0.28% |
BOSTON PRIVATE BANK & TRUST CO | 106,390 | $4,866,000 | 0.22% |