SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 65 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $59,000 | -33.7% | 1,276 | +77.2% | 0.02% | -37.5% |
| Q2 2015 | $89,000 | 0.0% | 720 | 0.0% | 0.02% | +9.1% |
| Q1 2015 | $89,000 | +14.1% | 720 | 0.0% | 0.02% | +4.8% |
| Q4 2014 | $78,000 | +2.6% | 720 | 0.0% | 0.02% | -8.7% |
| Q3 2014 | $76,000 | +1.3% | 720 | 0.0% | 0.02% | -14.8% |
| Q2 2014 | $75,000 | +11.9% | 720 | 0.0% | 0.03% | -3.6% |
| Q1 2014 | $67,000 | +6.3% | 720 | 0.0% | 0.03% | -22.2% |
| Q4 2013 | $63,000 | +28.6% | 720 | +12.9% | 0.04% | +24.1% |
| Q3 2013 | $49,000 | +8.9% | 638 | 0.0% | 0.03% | +16.0% |
| Q2 2013 | $45,000 | – | 638 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hochman Cole Investment Advisors, Inc. | 54,892 | $2,764,000 | 1.16% |
| Lionsbridge Wealth Management LLC | 23,307 | $1,173,000 | 1.14% |
| Wharton Business Group, LLC | 84,325 | $4,246,000 | 0.33% |
| Robinson Value Management, Ltd. | 6,944 | $350,000 | 0.29% |
| VISTA INVESTMENT MANAGEMENT | 6,742 | $339,000 | 0.21% |
| FACTORY MUTUAL INSURANCE CO | 210,000 | $10,574,000 | 0.14% |
| FIRST CITIZENS BANK & TRUST CO | 47,441 | $2,389,000 | 0.11% |
| BANK HAPOALIM BM | 13,542 | $682,000 | 0.09% |
| NWAM LLC | 16,328 | $822,000 | 0.08% |
| Moloney Securities Asset Management, LLC | 7,906 | $398,000 | 0.08% |