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 | $13,287,000 | -62.3% | 180,604 | -63.1% | 0.98% | +4.6% |
| Q3 2015 | $35,286,000 | -16.1% | 488,990 | -11.4% | 0.94% | +32.7% |
| Q2 2015 | $42,075,000 | -5.6% | 552,092 | -3.1% | 0.71% | -4.8% |
| Q1 2015 | $44,569,000 | -18.9% | 569,932 | -18.2% | 0.74% | -19.8% |
| Q4 2014 | $54,935,000 | +59.4% | 697,141 | +51.6% | 0.93% | +52.3% |
| Q3 2014 | $34,472,000 | +7.4% | 459,995 | +9.8% | 0.61% | +8.3% |
| Q2 2014 | $32,092,000 | -53.6% | 419,006 | -55.5% | 0.56% | -54.2% |
| Q1 2014 | $69,200,000 | +7.8% | 940,886 | +6.4% | 1.23% | +8.4% |
| Q4 2013 | $64,200,000 | -0.5% | 884,125 | -5.6% | 1.13% | -1.5% |
| Q3 2013 | $64,500,000 | +27.0% | 936,234 | +22.1% | 1.15% | +25.0% |
| Q2 2013 | $50,800,000 | – | 766,893 | – | 0.92% | – |
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% |