SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 106 filers reported holding SPDR SERIES TRUST in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $34,000 | +3.0% | 600 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $33,000 | 0.0% | 600 | 0.0% | 0.03% | -6.9% |
| Q1 2016 | $33,000 | +10.0% | 600 | 0.0% | 0.03% | +11.5% |
| Q4 2015 | $30,000 | -3.2% | 600 | 0.0% | 0.03% | -10.3% |
| Q3 2015 | $31,000 | -6.1% | 600 | 0.0% | 0.03% | +3.6% |
| Q2 2015 | $33,000 | 0.0% | 600 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $33,000 | -13.2% | 600 | -11.1% | 0.03% | -15.2% |
| Q4 2014 | $38,000 | – | 675 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pure Financial Advisors, LLC | 375,934 | $22,079,000 | 8.19% |
| Cabot-Wellington, LLC | 225,710 | $13,256,000 | 4.92% |
| Advisory Alpha, LLC | 61,635 | $3,629,000 | 2.41% |
| Gateway Advisory, LLC | 86,580 | $5,085,000 | 2.33% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 138,452 | $8,131,000 | 2.00% |
| VALLEY NATIONAL BANCORP | 26,357 | $1,548,000 | 1.80% |
| Valmark Advisers, Inc. | 1,222,474 | $71,796,000 | 1.72% |
| Garde Capital, Inc. | 71,739 | $4,213,000 | 1.65% |
| Counsel Portfolio Services Inc. | 262,653 | $15,426,000 | 1.60% |
| Coastline Trust Co | 103,445 | $6,075,000 | 1.59% |