SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 393 filers reported holding SPDR SERIES TRUST in Q3 2014. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $2,556,000 | -1.9% | 30,448 | -6.6% | 0.21% | -4.6% |
| Q1 2016 | $2,605,000 | +9.5% | 32,588 | +0.8% | 0.22% | +6.4% |
| Q4 2015 | $2,379,000 | +2.7% | 32,334 | +0.7% | 0.20% | -1.0% |
| Q3 2015 | $2,317,000 | -6.1% | 32,114 | -0.8% | 0.20% | +0.5% |
| Q2 2015 | $2,467,000 | -0.2% | 32,364 | +2.3% | 0.20% | +1.0% |
| Q1 2015 | $2,473,000 | -2.9% | 31,624 | -2.2% | 0.20% | -2.9% |
| Q4 2014 | $2,547,000 | -0.5% | 32,329 | -5.4% | 0.21% | -3.3% |
| Q3 2014 | $2,560,000 | -5.7% | 34,165 | -3.7% | 0.22% | -5.3% |
| Q2 2014 | $2,715,000 | +1.1% | 35,460 | -2.8% | 0.23% | -2.2% |
| Q1 2014 | $2,685,000 | +4.6% | 36,496 | +3.3% | 0.23% | +2.2% |
| Q4 2013 | $2,566,000 | +7.5% | 35,346 | +2.2% | 0.23% | +3.2% |
| Q3 2013 | $2,386,000 | +10.3% | 34,599 | +6.1% | 0.22% | +7.3% |
| Q2 2013 | $2,163,000 | – | 32,624 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |