SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 443 filers reported holding SPDR SERIES TRUST in Q2 2015. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,817,000 | -2.2% | 22,729 | -9.9% | 0.50% | +0.8% |
| Q4 2015 | $1,857,000 | +17.7% | 25,237 | +15.4% | 0.50% | +4.6% |
| Q3 2015 | $1,578,000 | -13.3% | 21,871 | -8.4% | 0.48% | -8.8% |
| Q2 2015 | $1,820,000 | -2.7% | 23,885 | -0.2% | 0.52% | +6.7% |
| Q1 2015 | $1,871,000 | +11.3% | 23,927 | +12.2% | 0.49% | +22.4% |
| Q4 2014 | $1,681,000 | +28.7% | 21,332 | +25.0% | 0.40% | -5.6% |
| Q2 2014 | $1,306,000 | +11.1% | 17,060 | +6.9% | 0.43% | +6.0% |
| Q1 2014 | $1,176,000 | +59.3% | 15,964 | +56.6% | 0.40% | +46.7% |
| Q4 2013 | $738,000 | +100.0% | 10,197 | +90.8% | 0.27% | +85.1% |
| Q3 2013 | $369,000 | +21.8% | 5,343 | +16.4% | 0.15% | +21.3% |
| Q2 2013 | $303,000 | – | 4,589 | – | 0.12% | – |
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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% |