SPDR SERIES TRUST's ticker is TFIXXXX and the CUSIP is 78464A458.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2015 | $857,000 | +7.5% | 35,105 | +6.3% | 0.01% | -9.1% |
Q3 2015 | $797,000 | -1.2% | 33,039 | -2.8% | 0.01% | -15.4% |
Q2 2015 | $807,000 | -5.8% | 34,007 | -3.9% | 0.01% | 0.0% |
Q1 2015 | $857,000 | +320.1% | 35,396 | +320.1% | 0.01% | +333.3% |
Q4 2014 | $204,000 | -78.3% | 8,425 | -79.7% | 0.00% | -84.2% |
Q4 2013 | $938,000 | -37.9% | 41,601 | -37.1% | 0.02% | -50.0% |
Q3 2013 | $1,511,000 | -6.2% | 66,147 | -6.2% | 0.04% | -13.6% |
Q2 2013 | $1,611,000 | – | 70,490 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NewSquare Capital LLC | 541,634 | $13,059,000 | 3.85% |
Advisors Preferred, LLC | 125,734 | $3,031,000 | 3.30% |
WEALTHFRONT Corp | 2,810,216 | $67,754,000 | 2.71% |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 411,991 | $9,933,000 | 2.14% |
BSW Wealth Partners | 140,194 | $3,380,000 | 2.02% |
Towercrest Capital Management | 67,942 | $1,638,000 | 1.81% |
Prospera Financial Services Inc | 295,241 | $7,118,000 | 1.80% |
Eagle Ridge Investment Management | 244,953 | $5,906,000 | 1.52% |
BAILARD, INC. | 376,857 | $9,086,000 | 1.42% |
Pinnacle Advisory Group, Inc. | 379,341 | $9,145,000 | 0.97% |