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 2016 | $690,000 | +0.6% | 8,180 | 0.0% | 0.12% | +3.4% |
| Q2 2016 | $686,000 | -27.0% | 8,180 | -30.4% | 0.12% | -29.7% |
| Q1 2016 | $940,000 | +9.6% | 11,760 | +0.9% | 0.16% | +13.0% |
| Q4 2015 | $858,000 | +7.1% | 11,660 | +5.1% | 0.15% | +5.8% |
| Q3 2015 | $801,000 | -0.6% | 11,094 | +4.8% | 0.14% | +12.2% |
| Q2 2015 | $806,000 | +0.1% | 10,581 | +2.8% | 0.12% | +1.7% |
| Q1 2015 | $805,000 | +32.6% | 10,295 | +33.7% | 0.12% | +24.7% |
| Q4 2014 | $607,000 | +31.7% | 7,701 | +25.1% | 0.10% | +27.6% |
| Q3 2014 | $461,000 | -2.1% | 6,156 | +0.1% | 0.08% | +2.7% |
| Q2 2014 | $471,000 | +8.3% | 6,147 | +4.0% | 0.07% | 0.0% |
| Q1 2014 | $435,000 | +2.6% | 5,912 | +1.3% | 0.07% | -2.6% |
| Q4 2013 | $424,000 | -59.3% | 5,837 | -61.4% | 0.08% | -62.0% |
| Q3 2013 | $1,043,000 | +5.1% | 15,135 | +1.2% | 0.20% | +14.3% |
| Q2 2013 | $992,000 | – | 14,960 | – | 0.18% | – |
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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% |