SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 326 filers reported holding SPDR SERIES TRUST in Q3 2013. The put-call ratio across all filers is 0.47 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,784,000 | +73.2% | 16,588 | +65.2% | 1.11% | +61.6% |
| Q3 2019 | $1,030,000 | +6.7% | 10,040 | +4.9% | 0.69% | +8.3% |
| Q2 2019 | $965,000 | +140.0% | 9,568 | +136.6% | 0.64% | +126.0% |
| Q1 2019 | $402,000 | +76.3% | 4,044 | +59.0% | 0.28% | +53.6% |
| Q4 2018 | $228,000 | -8.4% | 2,544 | 0.0% | 0.18% | +10.9% |
| Q3 2018 | $249,000 | -2.0% | 2,544 | -7.3% | 0.16% | -6.2% |
| Q2 2018 | $254,000 | -83.9% | 2,744 | -85.3% | 0.18% | -85.9% |
| Q3 2016 | $1,576,000 | +7.0% | 18,682 | +6.4% | 1.25% | +3.1% |
| Q2 2016 | $1,473,000 | -76.0% | 17,557 | -77.6% | 1.21% | -75.3% |
| Q1 2015 | $6,132,000 | -5.9% | 78,417 | -5.2% | 4.91% | -10.4% |
| Q4 2014 | $6,516,000 | +5.6% | 82,687 | +0.4% | 5.47% | +6.1% |
| Q3 2014 | $6,169,000 | -2.2% | 82,317 | -0.0% | 5.16% | +34.0% |
| Q2 2014 | $6,305,000 | -3.4% | 82,327 | -7.2% | 3.85% | -7.5% |
| Q1 2014 | $6,527,000 | +1.8% | 88,701 | +0.4% | 4.16% | -2.7% |
| Q4 2013 | $6,413,000 | +6.0% | 88,311 | +0.7% | 4.28% | -0.2% |
| Q3 2013 | $6,048,000 | +2.9% | 87,731 | -1.1% | 4.28% | +7.2% |
| Q2 2013 | $5,880,000 | – | 88,691 | – | 4.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |