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 2023 | $276,222 | -5.6% | 2,402 | +0.7% | 0.03% | -6.2% |
| Q2 2023 | $292,493 | -99.4% | 2,386 | -99.6% | 0.03% | -99.7% |
| Q2 2015 | $47,001,000 | -0.0% | 616,724 | +2.6% | 9.86% | -1.4% |
| Q1 2015 | $47,023,000 | +0.4% | 601,319 | +1.2% | 10.00% | -5.8% |
| Q4 2014 | $46,819,000 | +4.1% | 594,148 | -1.0% | 10.62% | -14.6% |
| Q3 2014 | $44,977,000 | -2.7% | 600,179 | -0.6% | 12.44% | +0.6% |
| Q2 2014 | $46,231,000 | -4.1% | 603,613 | -7.9% | 12.36% | -23.2% |
| Q1 2014 | $48,231,000 | +11.0% | 655,492 | +9.6% | 16.10% | -3.1% |
| Q4 2013 | $43,450,000 | +14.8% | 598,326 | +8.8% | 16.61% | -8.0% |
| Q3 2013 | $37,837,000 | +14.7% | 549,739 | +10.5% | 18.06% | -4.2% |
| Q2 2013 | $32,996,000 | – | 497,674 | – | 18.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |