SHEPHERD KAPLAN KROCHUK, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 399 filers reported holding SPDR SERIES TRUST in Q2 2014. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.

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 Q2 2014
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,370,763$272,661,40218.66%
Hyperion Partners, LLC 161,759$18,603,87616.06%
Legacy Financial Group LLC 400,701$46,084,669,00010.84%
O'Dell Group, LLC 290,042$33,357,75010.16%
Elk River Wealth Management, LLC 393,857$45,297,47310.02%
MARINO, STRAM & ASSOCIATES LLC 271,112$31,180,5359.13%
Jackson, Grant Investment Advisers, Inc. 162,012$18,632,9668.98%
Wolff Financial Management LLC 208,129$23,9378.17%
Hubbell Strickland Wealth Management, LLC 113,763$13,083,8977.84%
PETERSON WEALTH MANAGEMENT 78,908$9,075,2377.47%
View complete list of SPDR SERIES TRUST shareholders