SPDR SERIES TRUST's ticker is SHMXXXX and the CUSIP is 78464A425. A total of 202 filers reported holding SPDR SERIES TRUST in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $205,000 | -1.4% | 8,423 | -1.4% | 0.00% | – |
| Q3 2015 | $208,000 | +0.5% | 8,540 | +0.1% | 0.00% | – |
| Q2 2015 | $207,000 | -2.4% | 8,529 | -2.2% | 0.00% | – |
| Q1 2015 | $212,000 | +0.5% | 8,717 | +0.2% | 0.00% | – |
| Q4 2014 | $211,000 | -2.3% | 8,703 | -1.8% | 0.00% | – |
| Q3 2014 | $216,000 | -0.9% | 8,863 | -1.2% | 0.00% | – |
| Q2 2014 | $218,000 | -2.7% | 8,969 | -2.7% | 0.00% | – |
| Q1 2014 | $224,000 | -75.7% | 9,214 | -75.7% | 0.00% | – |
| Q4 2013 | $923,000 | -2.1% | 37,975 | -2.5% | 0.00% | – |
| Q3 2013 | $943,000 | -4.4% | 38,941 | -5.7% | 0.00% | – |
| Q2 2013 | $986,000 | – | 41,274 | – | 0.00% | – |
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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% |