SPDR SERIES TRUST's ticker is WIP and the CUSIP is 78464A490. A total of 106 filers reported holding SPDR SERIES TRUST in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $15,000 | +25.0% | 261 | +30.5% | 0.01% | +25.0% |
| Q3 2014 | $12,000 | -53.8% | 200 | -52.6% | 0.00% | -55.6% |
| Q2 2014 | $26,000 | -53.6% | 422 | -54.7% | 0.01% | -18.2% |
| Q1 2014 | $56,000 | +143.5% | 932 | +133.0% | 0.01% | +10.0% |
| Q4 2013 | $23,000 | -23.3% | 400 | -20.0% | 0.01% | -33.3% |
| Q3 2013 | $30,000 | -30.2% | 500 | -32.9% | 0.02% | -48.3% |
| Q2 2013 | $43,000 | – | 745 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBJ Family Wealth Advisors, Ltd. | 126,685 | $6,871,000 | 5.53% |
| Forefront Analytics, LLC | 152,614 | $8,281,000 | 3.85% |
| Stellar Capital Management, LLC | 102,747 | $5,573,000 | 3.66% |
| MD Financial Management Inc. | 866,871 | $47,019,000 | 2.18% |
| Family Firm, Inc. | 85,763 | $4,652,000 | 1.74% |
| NewSquare Capital LLC | 156,715 | $8,549,000 | 1.74% |
| WESPAC Advisors, LLC | 23,442 | $1,271,000 | 1.31% |
| Transamerica Financial Advisors, Inc. | 57,875 | $3,140,000 | 0.70% |
| GenTrust, LLC | 75,233 | $4,081,000 | 0.68% |
| Addison Capital Co | 11,003 | $597,000 | 0.46% |