SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 97 filers reported holding SPDR SERIES TRUST in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $27,000 | +8.0% | 490 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $25,000 | -10.7% | 490 | 0.0% | 0.01% | -14.3% |
| Q3 2016 | $28,000 | +3.7% | 490 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $27,000 | 0.0% | 490 | 0.0% | 0.01% | -6.7% |
| Q1 2016 | $27,000 | +8.0% | 490 | 0.0% | 0.02% | +7.1% |
| Q4 2015 | $25,000 | -3.8% | 490 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $26,000 | -3.7% | 490 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $27,000 | 0.0% | 490 | 0.0% | 0.02% | -5.9% |
| Q1 2015 | $27,000 | -3.6% | 490 | 0.0% | 0.02% | -5.6% |
| Q4 2014 | $28,000 | -3.4% | 490 | 0.0% | 0.02% | -5.3% |
| Q3 2014 | $29,000 | -3.3% | 490 | 0.0% | 0.02% | -13.6% |
| Q2 2014 | $30,000 | +3.4% | 490 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $29,000 | -50.0% | 490 | -50.0% | 0.02% | 0.0% |
| Q4 2013 | $58,000 | +100.0% | 980 | +100.0% | 0.02% | -4.3% |
| Q3 2013 | $29,000 | +3.6% | 490 | 0.0% | 0.02% | -4.2% |
| Q2 2013 | $28,000 | – | 490 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 221,489 | $9,125 | 6.81% |
| Upper Left Wealth Management, LLC | 98,333 | $4,051,320 | 4.79% |
| Windham Capital Management, LLC | 227,484 | $9,372,352 | 3.60% |
| Forefront Analytics, LLC | 139,953 | $5,765,991 | 3.07% |
| Sterling Manor Financial, LLC | 33,550 | $1,382,253 | 1.54% |
| Family Firm, Inc. | 107,081 | $4,411,719 | 1.29% |
| GenTrust, LLC | 266,970 | $10,999,164 | 0.98% |
| NewSquare Capital LLC | 169,210 | $6,971,452 | 0.87% |
| RPg Family Wealth Advisory, LLC | 25,185 | $1,037,601 | 0.71% |
| Empirical Asset Management, LLC | 15,849 | $652,989 | 0.69% |