SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 393 filers reported holding SPDR SERIES TRUST in Q3 2014. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $12,793,000 | -4.8% | 140,070 | -6.6% | 1.07% | +4.5% |
| Q2 2017 | $13,435,000 | -0.5% | 150,048 | -2.3% | 1.02% | +0.1% |
| Q1 2017 | $13,496,000 | -6.0% | 153,502 | -8.4% | 1.02% | -8.7% |
| Q4 2016 | $14,356,000 | +15.7% | 167,636 | +10.5% | 1.12% | +13.4% |
| Q3 2016 | $12,405,000 | +6.2% | 151,711 | +11.0% | 0.98% | +9.2% |
| Q2 2016 | $11,676,000 | +23.2% | 136,653 | +16.7% | 0.90% | +9.5% |
| Q1 2016 | $9,478,000 | +0.5% | 117,060 | -10.1% | 0.82% | +6.6% |
| Q4 2015 | $9,431,000 | +15.1% | 130,173 | +25.0% | 0.77% | +2.7% |
| Q3 2015 | $8,191,000 | +4.8% | 104,109 | +3.2% | 0.75% | +7.3% |
| Q2 2015 | $7,816,000 | +6.2% | 100,866 | +6.4% | 0.70% | +7.2% |
| Q1 2015 | $7,361,000 | -99.9% | 94,826 | -8.3% | 0.66% | +14.9% |
| Q4 2014 | $8,063,865,000 | +102978.9% | 103,383 | -1.0% | 0.57% | -4.2% |
| Q3 2014 | $7,823,000 | +6.3% | 104,376 | +8.7% | 0.60% | +2.9% |
| Q2 2014 | $7,356,000 | +3.5% | 96,046 | +0.1% | 0.58% | -5.6% |
| Q1 2014 | $7,106,000 | +0.2% | 95,984 | -1.7% | 0.61% | -3.3% |
| Q4 2013 | $7,095,000 | +11.3% | 97,692 | +6.6% | 0.63% | +2.3% |
| Q3 2013 | $6,377,000 | +23.0% | 91,655 | +17.3% | 0.62% | -3.6% |
| Q2 2013 | $5,184,000 | – | 78,123 | – | 0.64% | – |
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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% |