SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 440 filers reported holding SPDR SERIES TRUST in Q4 2014. The put-call ratio across all filers is 1.19 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $11,211,000 | +780.7% | 152,389 | +764.3% | 1.28% | +301.6% |
| Q3 2015 | $1,273,000 | -39.8% | 17,631 | -36.5% | 0.32% | -38.3% |
| Q2 2015 | $2,115,000 | -8.9% | 27,751 | -6.5% | 0.52% | -9.5% |
| Q1 2015 | $2,322,000 | +116.0% | 29,693 | +117.6% | 0.57% | +110.7% |
| Q4 2014 | $1,075,000 | +98.3% | 13,644 | +88.5% | 0.27% | +54.0% |
| Q3 2014 | $542,000 | -3.6% | 7,239 | -1.3% | 0.18% | +2.3% |
| Q2 2014 | $562,000 | +2.7% | 7,338 | -1.3% | 0.17% | 0.0% |
| Q1 2014 | $547,000 | -1.8% | 7,438 | -2.9% | 0.17% | -7.5% |
| Q4 2013 | $557,000 | -77.0% | 7,664 | -78.2% | 0.19% | -80.2% |
| Q3 2013 | $2,425,000 | -28.6% | 35,169 | -31.3% | 0.94% | -41.5% |
| Q2 2013 | $3,394,000 | – | 51,194 | – | 1.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |