SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 387 filers reported holding SPDR SERIES TRUST in Q1 2014. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $86,000 | +168.8% | 840 | +165.0% | 0.01% | +175.0% |
| Q2 2019 | $32,000 | -8.6% | 317 | -11.9% | 0.00% | -20.0% |
| Q3 2018 | $35,000 | +6.1% | 360 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $33,000 | -21.4% | 360 | -32.7% | 0.01% | -37.5% |
| Q1 2015 | $42,000 | 0.0% | 535 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $42,000 | +5.0% | 535 | 0.0% | 0.01% | -11.1% |
| Q3 2014 | $40,000 | -2.4% | 535 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $41,000 | +5.1% | 535 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $39,000 | 0.0% | 535 | 0.0% | 0.01% | -10.0% |
| Q4 2013 | $39,000 | -32.8% | 535 | -35.9% | 0.01% | -37.5% |
| Q3 2013 | $58,000 | +5.5% | 835 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $55,000 | – | 835 | – | 0.02% | – |
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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% |