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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 29,018 | 0.0% | 0.01% | -20.0% |
Q2 2013 | $1,674,000 | – | 29,018 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LBJ Family Wealth Advisors, Ltd. | 126,685 | $6,871,000 | 5.53% |
Forefront Analytics, LLC | 152,614 | $8,281,000 | 3.85% |
Stellar Capital Management, LLC | 102,747 | $5,573,000 | 3.66% |
MD Financial Management Inc. | 866,871 | $47,019,000 | 2.18% |
Family Firm, Inc. | 85,763 | $4,652,000 | 1.74% |
NewSquare Capital LLC | 156,715 | $8,549,000 | 1.74% |
WESPAC Advisors, LLC | 23,442 | $1,271,000 | 1.31% |
Transamerica Financial Advisors, Inc. | 57,875 | $3,140,000 | 0.70% |
GenTrust, LLC | 75,233 | $4,081,000 | 0.68% |
Addison Capital Co | 11,003 | $597,000 | 0.46% |