SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 106 filers reported holding SPDR SERIES TRUST in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $392,000 | -3.2% | 6,580 | -6.5% | 0.08% | +2.6% |
| Q4 2017 | $405,000 | +0.5% | 7,037 | 0.0% | 0.08% | -2.6% |
| Q3 2017 | $403,000 | +3.1% | 7,037 | 0.0% | 0.08% | -2.5% |
| Q2 2017 | $391,000 | +0.5% | 7,037 | -0.8% | 0.08% | -5.9% |
| Q1 2017 | $389,000 | -20.1% | 7,095 | -24.2% | 0.08% | -26.1% |
| Q4 2016 | $487,000 | -13.0% | 9,357 | -4.9% | 0.12% | -17.9% |
| Q3 2016 | $560,000 | -3.1% | 9,836 | -6.6% | 0.14% | -11.4% |
| Q2 2016 | $578,000 | -26.8% | 10,526 | -27.7% | 0.16% | -41.3% |
| Q1 2016 | $790,000 | -0.6% | 14,556 | -7.9% | 0.27% | -37.3% |
| Q4 2015 | $795,000 | -18.9% | 15,796 | -16.1% | 0.43% | -6.7% |
| Q3 2015 | $980,000 | -29.0% | 18,835 | -25.1% | 0.46% | -24.1% |
| Q2 2015 | $1,381,000 | -13.7% | 25,151 | -14.2% | 0.61% | -11.1% |
| Q1 2015 | $1,600,000 | -15.5% | 29,319 | -11.8% | 0.68% | -16.3% |
| Q4 2014 | $1,893,000 | -7.7% | 33,245 | -4.8% | 0.82% | -16.8% |
| Q3 2014 | $2,051,000 | -7.9% | 34,915 | -2.8% | 0.98% | -8.2% |
| Q2 2014 | $2,228,000 | +2.8% | 35,929 | -0.4% | 1.07% | +0.3% |
| Q1 2014 | $2,167,000 | -11.3% | 36,070 | -13.7% | 1.06% | -11.2% |
| Q4 2013 | $2,442,000 | – | 41,781 | – | 1.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 184,459 | $10,409,000 | 6.19% |
| Forefront Analytics, LLC | 123,001 | $6,943,000 | 2.75% |
| GenTrust, LLC | 381,186 | $21,510,000 | 1.81% |
| NewSquare Capital LLC | 221,827 | $12,518,000 | 1.48% |
| Family Firm, Inc. | 81,858 | $4,619,000 | 1.26% |
| HoyleCohen, LLC | 137,119 | $7,738,000 | 0.60% |
| BENNICAS & ASSOCIATES, INC. | 17,400 | $982,000 | 0.54% |
| Transamerica Financial Advisors, Inc. | 365 | $21,000 | 0.51% |
| MD Financial Management Inc. | 297,787 | $15,906,000 | 0.46% |
| Cambria Investment Management, L.P. | 41,654 | $2,351,000 | 0.40% |