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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $133,000 | +13.7% | 1,460 | 0.0% | 0.04% | -7.1% |
| Q1 2020 | $117,000 | -25.5% | 1,460 | 0.0% | 0.04% | -2.3% |
| Q4 2019 | $157,000 | +4.7% | 1,460 | 0.0% | 0.04% | +7.5% |
| Q3 2019 | $150,000 | +2.0% | 1,460 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $147,000 | +1.4% | 1,460 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $145,000 | +10.7% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $131,000 | -8.4% | 1,460 | 0.0% | 0.04% | +8.1% |
| Q3 2018 | $143,000 | -7.7% | 1,460 | -12.6% | 0.04% | -9.8% |
| Q2 2018 | $155,000 | +16.5% | 1,671 | +14.5% | 0.04% | +17.1% |
| Q1 2018 | $133,000 | -3.6% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $138,000 | +3.8% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $133,000 | +2.3% | 1,460 | 0.0% | 0.04% | -2.8% |
| Q2 2017 | $130,000 | +0.8% | 1,460 | 0.0% | 0.04% | -2.7% |
| Q1 2017 | $129,000 | +3.2% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $125,000 | +1.6% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $123,000 | 0.0% | 1,460 | 0.0% | 0.04% | -5.1% |
| Q2 2016 | $123,000 | +5.1% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $117,000 | +9.3% | 1,460 | 0.0% | 0.04% | +5.4% |
| Q4 2015 | $107,000 | +1.9% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $105,000 | -5.4% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $111,000 | -2.6% | 1,460 | 0.0% | 0.04% | +2.8% |
| Q1 2015 | $114,000 | -0.9% | 1,460 | 0.0% | 0.04% | -7.7% |
| Q4 2014 | $115,000 | +5.5% | 1,460 | 0.0% | 0.04% | +2.6% |
| Q3 2014 | $109,000 | -2.7% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $112,000 | -22.8% | 1,460 | -25.8% | 0.04% | -24.0% |
| Q1 2014 | $145,000 | +36.8% | 1,968 | +34.8% | 0.05% | +35.1% |
| Q4 2013 | $106,000 | +5.0% | 1,460 | 0.0% | 0.04% | -2.6% |
| Q3 2013 | $101,000 | – | 1,460 | – | 0.04% | – |
Download | ||||||
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% |