SPDR INDEX SHS FDS - 78463X830
Detailed investor-level table based on 13F positions.
Early Q2 2014 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ATWOOD & PALMER INC | History | Reduced | 191,314 | 8,295 | 1.94% | 2.21% | 1 | -1,151 | -0.6% | Q1 2014 | Apr 11, 2014 |
| FLOW TRADERS U.S. LLC | History | Added to | 185,137 | 8,028 | 1.1% | 0.54% | 2 | +82,547 | 80.46% | Q1 2014 | May 14, 2014 |
| STATE STREET CORP | History | Added to | 135,506 | 5,876 | 0.0% | 0.0% | 3 | +49,600 | 57.74% | Q1 2014 | May 15, 2014 |
| JPMORGAN CHASE & CO | History | Added to | 62,487 | 2,709 | 0.0% | 0.0% | 4 | +6,978 | 12.57% | Q1 2014 | May 15, 2014 |
| MORGAN STANLEY | History | Reduced | 37,388 | 1,622 | 0.0% | 0.0% | 5 | -3,004 | -7.44% | Q1 2014 | May 13, 2014 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 35,076 | 1,521 | 0.0% | 0.0% | 6 | -2,891 | -7.61% | Q1 2014 | May 14, 2014 |
| UBS AG | History | Reduced | 33,719 | 1,462 | 0.0% | 0.0% | 7 | -36,125 | -51.72% | Q1 2014 | May 16, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,403 | 1,015 | 0.0% | 28.41% | 8 | -17,141 | -42.28% | Q1 2014 | May 15, 2014 |
| ROYAL BANK OF CANADA | History | Reduced | 14,244 | 618 | 0.0% | 0.0% | 9 | -10,473 | -42.37% | Q1 2014 | May 15, 2014 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,307 | 317 | 0.0% | 0.0% | 10 | +67 | 0.93% | Q1 2014 | May 15, 2014 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,600 | 200 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2014 | May 09, 2014 |
| LADENBURG THALMANN FINANCIAL SERVICES INC | History | Added to | 1,615 | 71 | 0.0% | 0.0% | 12 | +2 | 0.12% | Q1 2014 | May 15, 2014 |
| Creative Planning | History | No change | 535 | 23 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2014 | Apr 11, 2014 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 218 | 9 | 0.0% | 0.0% | 14 | -6,014 | -96.5% | Q1 2014 | May 14, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | No change | 200 | 8 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2014 | May 12, 2014 |
| Veritable, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,660 | -100.0% | Q4 2013 | Feb 07, 2014 |
| Hudock Moyer Wealth Resources, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -749 | -100.0% | Q4 2013 | Feb 12, 2014 |
| HOWE & RUSLING INC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2014 | May 07, 2014 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2014 | May 15, 2014 |