SHEPHERD KAPLAN KROCHUK, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 387 filers reported holding SPDR SERIES TRUST in Q1 2014. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.

Quarter-by-quarter ownership
SHEPHERD KAPLAN KROCHUK, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2014$237,000
-7.8%
3,100
-11.1%
0.02%
-16.7%
Q1 2014$257,000
-30.7%
3,488
-31.6%
0.03%
-36.2%
Q4 2013$371,000
+5.4%
5,1020.0%0.05%
-17.5%
Q3 2013$352,000
+4.1%
5,1020.0%0.06%
-14.9%
Q2 2013$338,0005,1020.07%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2014
NameSharesValueWeighting ↓
Wolff Financial Management LLC 222,814$28,33820.92%
Joel Isaacson & Co., LLC 2,431,616$309,252,93316.24%
Hyperion Partners, LLC 175,689$22,344,11515.95%
KITCHING PARTNERS, LLC 50,638$6,440,17611.72%
Elk River Wealth Management, LLC 376,830$47,926,1119.38%
Legacy Financial Group LLC 371,379$47,231,9299.29%
Jackson, Grant Investment Advisers, Inc. 179,231$22,794,5929.20%
O'Dell Group, LLC 272,349$35,743,0668.76%
MARINO, STRAM & ASSOCIATES LLC 261,842$33,301,1248.14%
SARD WEALTH MANAGEMENT GROUP, LLC 90,469$11,505,8978.08%
View complete list of SPDR SERIES TRUST shareholders