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 2018 | $7,716,000 | +3.4% | 86,190 | +13.1% | 4.49% | +25.8% |
Q3 2018 | $7,462,000 | +40.7% | 76,195 | +33.2% | 3.57% | +30.8% |
Q2 2018 | $5,304,000 | -6.4% | 57,222 | -7.9% | 2.73% | -8.6% |
Q1 2018 | $5,665,000 | -10.3% | 62,123 | -7.1% | 2.99% | -3.7% |
Q4 2017 | $6,317,000 | +3.0% | 66,866 | -0.4% | 3.10% | -0.2% |
Q3 2017 | $6,132,000 | -6.8% | 67,139 | -9.3% | 3.11% | -8.3% |
Q2 2017 | $6,577,000 | -1.3% | 73,988 | -2.1% | 3.39% | -5.4% |
Q1 2017 | $6,662,000 | +6.0% | 75,588 | +2.9% | 3.58% | -0.7% |
Q4 2016 | $6,286,000 | +5.8% | 73,470 | +4.4% | 3.61% | +1.0% |
Q3 2016 | $5,939,000 | -1.5% | 70,403 | -2.0% | 3.57% | -3.7% |
Q2 2016 | $6,031,000 | +0.7% | 71,875 | -4.1% | 3.71% | -2.9% |
Q1 2016 | $5,989,000 | -4.0% | 74,931 | -11.6% | 3.82% | +1.7% |
Q4 2015 | $6,239,000 | +2.2% | 84,807 | +0.2% | 3.76% | -0.7% |
Q3 2015 | $6,107,000 | -4.5% | 84,630 | +0.9% | 3.78% | -1.6% |
Q2 2015 | $6,394,000 | -8.5% | 83,902 | -6.1% | 3.84% | -10.1% |
Q1 2015 | $6,987,000 | -4.6% | 89,340 | -3.9% | 4.28% | -30.4% |
Q4 2014 | $7,327,000 | -0.1% | 92,984 | -5.0% | 6.15% | -24.0% |
Q3 2014 | $7,336,000 | +3.4% | 97,894 | +5.7% | 8.09% | +6.7% |
Q2 2014 | $7,092,000 | +17.4% | 92,602 | +12.8% | 7.58% | +11.2% |
Q1 2014 | $6,040,000 | +5.2% | 82,081 | +3.8% | 6.82% | +2.1% |
Q4 2013 | $5,740,000 | +8.2% | 79,039 | +2.7% | 6.68% | 0.0% |
Q3 2013 | $5,307,000 | +21.1% | 76,982 | +16.5% | 6.68% | +12.8% |
Q2 2013 | $4,381,000 | – | 66,074 | – | 5.92% | – |
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% |