SPDR SERIES TRUST's ticker is SHMXXXX and the CUSIP is 78464A425. A total of 200 filers reported holding SPDR SERIES TRUST in Q2 2015. 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 ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,059,075 | $25,847,000 | 11.85% |
| CHATHAM CAPITAL GROUP, INC. | 530,889 | $12,956,000 | 4.02% |
| Parkside Advisors LLC | 200,076 | $4,883,000 | 3.58% |
| LBA Wealth Management, LLC | 183,600 | $4,481,000 | 3.11% |
| Smithfield Trust Co | 592,612 | $14,459,000 | 2.92% |
| BAILARD, INC. | 667,127 | $16,281,000 | 2.50% |
| 3D ASSET MANAGEMENT, INC | 317,174 | $7,741,000 | 2.36% |
| CEDAR HILL ASSOCIATES, LLC | 533,548 | $13,021,000 | 2.10% |
| Polaris Wealth Advisory Group, LLC | 367,470 | $8,968,000 | 2.01% |
| Crestwood Advisors Group, LLC | 492,438 | $12,018,000 | 1.88% |