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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,135,000 | +131.6% | 27,100 | +120.3% | 1.85% | +91.2% |
| Q3 2014 | $922,000 | -2.1% | 12,300 | 0.0% | 0.97% | +21.3% |
| Q2 2014 | $942,000 | -23.8% | 12,300 | -26.8% | 0.80% | -47.2% |
| Q1 2014 | $1,236,000 | +41.9% | 16,800 | +40.0% | 1.51% | -12.4% |
| Q4 2013 | $871,000 | -4.3% | 12,000 | -9.1% | 1.72% | +1.8% |
| Q3 2013 | $910,000 | +4.0% | 13,200 | 0.0% | 1.69% | -39.1% |
| Q2 2013 | $875,000 | – | 13,200 | – | 2.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |