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 2016 | $35,185,000 | +3.5% | 411,241 | +2.0% | 1.14% | -1.9% |
Q3 2016 | $34,002,000 | +10.2% | 403,053 | +9.6% | 1.17% | +5.3% |
Q2 2016 | $30,856,000 | +34.1% | 367,681 | +27.8% | 1.11% | +14.7% |
Q1 2016 | $23,002,000 | +15.5% | 287,776 | +6.4% | 0.96% | +6.7% |
Q4 2015 | $19,907,000 | +99.1% | 270,591 | +95.3% | 0.90% | +15.6% |
Q3 2015 | $9,996,000 | -25.6% | 138,524 | -21.4% | 0.78% | -18.1% |
Q2 2015 | $13,432,000 | -9.5% | 176,251 | -7.1% | 0.96% | -8.0% |
Q1 2015 | $14,840,000 | +98.2% | 189,769 | +99.7% | 1.04% | +27.7% |
Q4 2014 | $7,488,000 | -29.3% | 95,030 | -32.8% | 0.81% | -36.3% |
Q3 2014 | $10,590,000 | +55.3% | 141,314 | +58.7% | 1.28% | +40.0% |
Q2 2014 | $6,820,000 | -44.2% | 89,050 | -46.4% | 0.91% | +2.8% |
Q1 2014 | $12,230,000 | +110.1% | 166,208 | +107.4% | 0.89% | -0.1% |
Q4 2013 | $5,820,000 | +9.2% | 80,149 | +3.6% | 0.89% | -4.6% |
Q3 2013 | $5,332,000 | +111.8% | 77,340 | +103.7% | 0.93% | +84.4% |
Q2 2013 | $2,517,000 | – | 37,961 | – | 0.50% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |