Windhaven Investment Management, Inc. - SPDR SERIES TRUST ownership

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
Windhaven Investment Management, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2015$231,000
-14.8%
4,430
-10.3%
0.00%0.0%
Q2 2015$271,000
-36.8%
4,937
-37.3%
0.00%
-33.3%
Q1 2015$429,000
-19.4%
7,879
-15.7%
0.00%0.0%
Q4 2014$532,000
-30.8%
9,350
-28.4%
0.00%
-25.0%
Q3 2014$769,000
-55.6%
13,051
-53.4%
0.00%
-60.0%
Q2 2014$1,733,000
+2.4%
28,000
-1.1%
0.01%
+11.1%
Q1 2014$1,693,000
+1.9%
28,306
-0.4%
0.01%
-10.0%
Q4 2013$1,662,000
-3.9%
28,430
-2.0%
0.01%
+25.0%
Q3 2013$1,729,000
+3.3%
29,0180.0%0.01%
-20.0%
Q2 2013$1,674,00029,0180.01%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2014
NameSharesValueWeighting ↓
LBJ Family Wealth Advisors, Ltd. 126,685$6,871,0005.53%
Forefront Analytics, LLC 152,614$8,281,0003.85%
Stellar Capital Management, LLC 102,747$5,573,0003.66%
MD Financial Management Inc. 866,871$47,019,0002.18%
Family Firm, Inc. 85,763$4,652,0001.74%
NewSquare Capital LLC 156,715$8,549,0001.74%
WESPAC Advisors, LLC 23,442$1,271,0001.31%
Transamerica Financial Advisors, Inc. 57,875$3,140,0000.70%
GenTrust, LLC 75,233$4,081,0000.68%
Addison Capital Co 11,003$597,0000.46%
View complete list of SPDR SERIES TRUST shareholders