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 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 | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |