SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 399 filers reported holding SPDR SERIES TRUST in Q2 2014. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $10,000 | +11.1% | 97 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -90.6% | 97 | -90.2% | 0.00% | -88.9% |
| Q3 2018 | $96,000 | -8.6% | 985 | -13.4% | 0.01% | -10.0% |
| Q2 2018 | $105,000 | +1.9% | 1,137 | +0.6% | 0.01% | 0.0% |
| Q1 2018 | $103,000 | -59.8% | 1,130 | -59.6% | 0.01% | -63.0% |
| Q3 2017 | $256,000 | -4.5% | 2,799 | -7.3% | 0.03% | -6.9% |
| Q2 2017 | $268,000 | +0.8% | 3,019 | +0.2% | 0.03% | -3.3% |
| Q1 2017 | $266,000 | +3.5% | 3,014 | +0.2% | 0.03% | -3.2% |
| Q4 2016 | $257,000 | +1.6% | 3,009 | +0.5% | 0.03% | 0.0% |
| Q3 2016 | $253,000 | -13.1% | 2,995 | -13.6% | 0.03% | -18.4% |
| Q2 2016 | $291,000 | +21.8% | 3,468 | +16.2% | 0.04% | +18.8% |
| Q1 2016 | $239,000 | +9.1% | 2,985 | +0.2% | 0.03% | +6.7% |
| Q4 2015 | $219,000 | +3.3% | 2,980 | +1.2% | 0.03% | -3.2% |
| Q3 2015 | $212,000 | -5.4% | 2,945 | +0.2% | 0.03% | 0.0% |
| Q2 2015 | $224,000 | +34.1% | 2,939 | +39.0% | 0.03% | +29.2% |
| Q4 2014 | $167,000 | +5.7% | 2,115 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $158,000 | -2.5% | 2,115 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $162,000 | – | 2,115 | – | 0.02% | – |
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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% |