Long Wharf Investors, Inc. - SPDR SERIES TRUST ownership

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
Long Wharf Investors, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2014$242,000
-5.1%
3,160
-8.7%
0.19%
-12.8%
Q1 2014$255,000
-9.3%
3,460
-10.6%
0.22%
-14.2%
Q4 2013$281,000
-3.8%
3,871
-8.5%
0.25%
-8.6%
Q3 2013$292,000
-56.4%
4,231
-58.1%
0.28%
-57.8%
Q2 2013$669,00010,0910.66%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2014
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,281,035$282,186,87720.28%
Hyperion Partners, LLC 153,830$19,030,28317.10%
Legacy Financial Group LLC 477,095$59,021,45716.16%
O'Dell Group, LLC 280,357$34,682,96911.18%
Elk River Wealth Management, LLC 380,393$47,059,11010.68%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 73,682$9,115,12910.10%
MARINO, STRAM & ASSOCIATES LLC 263,486$32,595,8939.84%
Jackson, Grant Investment Advisers, Inc. 159,437$19,723,9099.27%
Smart Money Group LLC 147,699$18,457,9679.26%
Wolff Financial Management LLC 198,871$24,6028.57%
View complete list of SPDR SERIES TRUST shareholders