Creative Planning - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 69 filers reported holding SPDR SERIES TRUST in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2022$9,000
-98.2%
201
-98.3%
0.00%
-100.0%
Q4 2017$500,000
+157.7%
11,488
+155.2%
0.00%
+100.0%
Q2 2017$194,000
+207.9%
4,501
+199.9%
0.00%
Q1 2017$63,000
-75.2%
1,501
-76.9%
0.00%
-100.0%
Q4 2016$254,000
+57.8%
6,488
+78.6%
0.00%
+100.0%
Q3 2016$161,000
-44.3%
3,632
-47.4%
0.00%
-50.0%
Q2 2016$289,000
-55.3%
6,906
-57.0%
0.00%
-60.0%
Q1 2016$647,000
+166.3%
16,072
+238.5%
0.01%
+150.0%
Q4 2015$243,000
-58.2%
4,748
-61.7%
0.00%
-60.0%
Q3 2015$582,000
+84.2%
12,396
+384.6%
0.01%
+66.7%
Q1 2015$316,000
+95.1%
2,558
+70.3%
0.00%
+50.0%
Q4 2014$162,000
-25.7%
1,502
-26.8%
0.00%
-33.3%
Q3 2014$218,000
+101.9%
2,052
+96.9%
0.00%
+200.0%
Q2 2014$108,000
+47.9%
1,042
+33.4%
0.00%0.0%
Q1 2014$73,000
+265.0%
781
+247.1%
0.00%
Q4 2013$20,000
-59.2%
225
-64.8%
0.00%
-100.0%
Q3 2013$49,000
+206.2%
639
+184.0%
0.00%
Q2 2013$16,0002250.00%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2014
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 54,892$2,764,0001.16%
Lionsbridge Wealth Management LLC 23,307$1,173,0001.14%
Wharton Business Group, LLC 84,325$4,246,0000.33%
Robinson Value Management, Ltd. 6,944$350,0000.29%
VISTA INVESTMENT MANAGEMENT 6,742$339,0000.21%
FACTORY MUTUAL INSURANCE CO 210,000$10,574,0000.14%
FIRST CITIZENS BANK & TRUST CO 47,441$2,389,0000.11%
BANK HAPOALIM BM 13,542$682,0000.09%
NWAM LLC 16,328$822,0000.08%
Moloney Securities Asset Management, LLC 7,906$398,0000.08%
View complete list of SPDR SERIES TRUST shareholders