SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 449 filers reported holding SPDR SERIES TRUST in Q1 2015. The put-call ratio across all filers is 0.60 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 | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |