KMS FINANCIAL SERVICES, INC - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 151 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is 1.42 and the average weighting 0.3%.

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Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2014$503,000
-39.6%
15,349
-40.0%
0.07%
-45.5%
Q1 2014$833,000
+4.0%
25,577
+6.4%
0.13%
-2.2%
Q4 2013$801,000
-16.1%
24,049
-23.0%
0.14%
-42.1%
Q3 2013$955,000
+15.5%
31,217
+11.1%
0.23%
+0.9%
Q2 2013$827,000–28,110–0.23%–
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Other shareholders
SPDR SERIES TRUST shareholders Q4 2013
NameSharesValueWeighting ↓
Viewpoint Capital Management LLC 48,377$2,918,1012.82%
Broad Peak Investment Holdings Ltd. 406,399$24,513,9882.39%
Passaic Partners LLC 98,761$5,957,2641.24%
Clarus Wealth Advisors 17,711$1,138,9940.75%
GARRISON POINT ADVISORS, LLC 10,630$641,2020.52%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 33,669$2,057,1870.48%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 90,665$5,539,6630.46%
Windham Capital Management, LLC 19,001$1,146,1400.44%
Gerber Kawasaki Wealth & Investment Management 81,417$4,911,0690.44%
CASTLEARK MANAGEMENT LLC 132,200$7,974,3040.42%
View complete list of SPDR SERIES TRUST shareholders