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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $49,000 | 0.0% | 580 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $49,000 | -25.8% | 580 | -30.1% | 0.01% | -29.4% |
| Q1 2016 | $66,000 | +8.2% | 830 | 0.0% | 0.02% | +13.3% |
| Q4 2015 | $61,000 | +1.7% | 830 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $60,000 | -17.8% | 830 | -12.9% | 0.02% | -11.8% |
| Q2 2015 | $73,000 | -41.1% | 953 | -40.0% | 0.02% | -41.4% |
| Q1 2015 | $124,000 | -50.6% | 1,588 | -52.6% | 0.03% | -49.1% |
| Q3 2014 | $251,000 | -31.2% | 3,352 | -29.7% | 0.06% | -32.1% |
| Q2 2014 | $365,000 | +9.6% | 4,770 | +5.4% | 0.08% | -6.7% |
| Q1 2014 | $333,000 | -30.9% | 4,524 | -31.8% | 0.09% | -26.2% |
| Q4 2013 | $482,000 | -10.4% | 6,634 | -15.0% | 0.12% | -18.7% |
| Q3 2013 | $538,000 | +0.2% | 7,804 | -3.7% | 0.15% | -4.5% |
| Q2 2013 | $537,000 | – | 8,104 | – | 0.16% | – |
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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% |