SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 366 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is 0.69 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $5,186,000 | +44.0% | 65,762 | +36.8% | 0.09% | +37.3% |
| Q3 2014 | $3,601,000 | -8.6% | 48,085 | -6.5% | 0.07% | -5.6% |
| Q2 2014 | $3,940,000 | +3.9% | 51,435 | -0.2% | 0.07% | -2.7% |
| Q1 2014 | $3,792,000 | +7.8% | 51,552 | +6.5% | 0.07% | +25.9% |
| Q4 2013 | $3,516,000 | +18.7% | 48,403 | +12.7% | 0.06% | +3.6% |
| Q3 2013 | $2,962,000 | +6.6% | 42,960 | +2.4% | 0.06% | -5.1% |
| Q2 2013 | $2,779,000 | – | 41,947 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |