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 2017 | $4,594,000 | -0.6% | 48,627 | -3.9% | 1.89% | -4.6% |
| Q3 2017 | $4,622,000 | +1.2% | 50,612 | -1.5% | 1.98% | -4.8% |
| Q2 2017 | $4,566,000 | -23.6% | 51,362 | -24.3% | 2.08% | -27.5% |
| Q1 2017 | $5,980,000 | -27.2% | 67,842 | -29.3% | 2.87% | -29.9% |
| Q4 2016 | $8,209,000 | -7.7% | 95,946 | -9.0% | 4.09% | -5.4% |
| Q3 2016 | $8,898,000 | -4.4% | 105,471 | -4.9% | 4.33% | +4.9% |
| Q2 2016 | $9,311,000 | +0.5% | 110,952 | -4.3% | 4.12% | -1.1% |
| Q1 2016 | $9,266,000 | +8.0% | 115,927 | -0.6% | 4.17% | -1.5% |
| Q4 2015 | $8,582,000 | +2.0% | 116,650 | 0.0% | 4.24% | -6.0% |
| Q3 2015 | $8,417,000 | -5.9% | 116,650 | -0.6% | 4.51% | +5.6% |
| Q2 2015 | $8,943,000 | -3.7% | 117,350 | -1.2% | 4.27% | -7.0% |
| Q1 2015 | $9,290,000 | +0.4% | 118,800 | +1.2% | 4.59% | +3.4% |
| Q4 2014 | $9,251,000 | +1.6% | 117,400 | -3.4% | 4.44% | +3.0% |
| Q3 2014 | $9,109,000 | -2.6% | 121,550 | -0.4% | 4.31% | -2.0% |
| Q2 2014 | $9,348,000 | +3.7% | 122,050 | -0.4% | 4.40% | -2.8% |
| Q1 2014 | $9,017,000 | +3.1% | 122,550 | +1.7% | 4.53% | -3.7% |
| Q4 2013 | $8,747,000 | +16.2% | 120,450 | +10.3% | 4.70% | +0.7% |
| Q3 2013 | $7,528,000 | +1.2% | 109,200 | -2.7% | 4.67% | -1.0% |
| Q2 2013 | $7,439,000 | – | 112,200 | – | 4.71% | – |
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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% |