SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 97 filers reported holding SPDR SERIES TRUST in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $101,000 | +1.0% | 1,750 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $100,000 | +3.1% | 1,750 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $97,000 | +1.0% | 1,750 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $96,000 | +5.5% | 1,750 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $91,000 | -9.0% | 1,750 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $100,000 | +4.2% | 1,750 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $96,000 | +1.1% | 1,750 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $95,000 | -46.0% | 1,750 | -50.0% | 0.00% | -50.0% |
| Q4 2015 | $176,000 | -8.3% | 3,500 | -5.3% | 0.01% | -11.1% |
| Q3 2015 | $192,000 | 0.0% | 3,694 | +5.5% | 0.01% | 0.0% |
| Q2 2015 | $192,000 | -49.7% | 3,500 | -50.0% | 0.01% | -50.0% |
| Q1 2015 | $382,000 | -7.1% | 7,000 | 0.0% | 0.02% | -14.3% |
| Q3 2014 | $411,000 | -5.3% | 7,000 | 0.0% | 0.02% | -4.5% |
| Q2 2014 | $434,000 | +3.1% | 7,000 | 0.0% | 0.02% | -8.3% |
| Q1 2014 | $421,000 | -0.5% | 7,000 | -3.3% | 0.02% | +4.3% |
| Q4 2013 | $423,000 | -1.9% | 7,240 | 0.0% | 0.02% | -8.0% |
| Q3 2013 | $431,000 | +3.4% | 7,240 | 0.0% | 0.02% | +4.2% |
| Q2 2013 | $417,000 | – | 7,240 | – | 0.02% | – |
Download | ||||||
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% |