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 | ||||
---|---|---|---|---|---|---|
Q3 2017 | $4,471,000 | +1.7% | 48,950 | -1.1% | 1.05% | +0.5% |
Q2 2017 | $4,398,000 | -3.2% | 49,480 | -4.0% | 1.05% | -3.1% |
Q1 2017 | $4,544,000 | +1.5% | 51,556 | -1.4% | 1.08% | -2.8% |
Q4 2016 | $4,475,000 | -2.7% | 52,305 | -4.1% | 1.11% | -2.7% |
Q3 2016 | $4,601,000 | +0.2% | 54,538 | -0.3% | 1.14% | +1.1% |
Q2 2016 | $4,592,000 | +5.5% | 54,718 | +0.5% | 1.13% | +1.5% |
Q1 2016 | $4,353,000 | +6.8% | 54,463 | -1.7% | 1.11% | +10.0% |
Q4 2015 | $4,074,000 | -10.8% | 55,379 | -12.5% | 1.01% | -14.3% |
Q3 2015 | $4,566,000 | -7.7% | 63,277 | -2.5% | 1.18% | +3.1% |
Q2 2015 | $4,945,000 | -5.2% | 64,886 | -2.7% | 1.15% | -3.5% |
Q1 2015 | $5,215,000 | -0.2% | 66,687 | +0.6% | 1.19% | -1.8% |
Q4 2014 | $5,225,000 | +5.6% | 66,301 | +0.4% | 1.21% | +0.6% |
Q3 2014 | $4,948,000 | -8.5% | 66,021 | -6.5% | 1.20% | -7.3% |
Q2 2014 | $5,406,000 | +1.1% | 70,590 | -2.9% | 1.30% | -2.4% |
Q1 2014 | $5,348,000 | -2.4% | 72,678 | -3.7% | 1.33% | -4.3% |
Q4 2013 | $5,481,000 | +3.3% | 75,480 | -2.0% | 1.39% | -7.0% |
Q3 2013 | $5,307,000 | +1.8% | 76,987 | -2.0% | 1.50% | -3.7% |
Q2 2013 | $5,211,000 | – | 78,591 | – | 1.55% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |