SPDR SERIES TRUST's ticker is SHMXXXX and the CUSIP is 78464A425. A total of 160 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $469,000 | +3.8% | 19,269 | +3.6% | 0.01% | 0.0% |
| Q4 2014 | $452,000 | -63.0% | 18,592 | -62.8% | 0.01% | -70.6% |
| Q3 2014 | $1,220,000 | -0.1% | 49,993 | -0.4% | 0.02% | 0.0% |
| Q2 2014 | $1,221,000 | +7.0% | 50,184 | +6.7% | 0.02% | 0.0% |
| Q1 2014 | $1,141,000 | -6.0% | 47,047 | -5.8% | 0.02% | -19.0% |
| Q4 2013 | $1,214,000 | +41.3% | 49,962 | +40.9% | 0.02% | +31.2% |
| Q3 2013 | $859,000 | +45.8% | 35,465 | +44.0% | 0.02% | +33.3% |
| Q2 2013 | $589,000 | – | 24,624 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MENLO ADVISORS LLC | 40,561 | $1,980,000 | 1.82% |
| PacWest Financial Management Inc | 20,064 | $979,000 | 0.63% |
| Friedenthal Financial | 25,782 | $628,000 | 0.58% |
| Colorado Capital Management, Inc. | 11,590 | $565,000 | 0.57% |
| Freedom Investment Management, Inc. | 146,814 | $7,167,000 | 0.52% |
| NAPLES GLOBAL ADVISORS, LLC | 23,073 | $1,126,000 | 0.47% |
| Pinnacle Advisory Group, Inc. | 96,694 | $4,720,000 | 0.45% |
| 1492 Capital Management LLC | 6,150 | $300,000 | 0.25% |
| Aviance Capital Partners, LLC | 5,151 | $251,000 | 0.09% |
| Wellington Shields Capital Management, LLC | 8,000 | $391,000 | 0.07% |