SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 366 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is 0.69 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $17,000 | -26.1% | 200 | -38.8% | 0.01% | -26.7% |
| Q3 2015 | $23,000 | -4.2% | 327 | 0.0% | 0.02% | +7.1% |
| Q2 2015 | $24,000 | +50.0% | 327 | +63.5% | 0.01% | +55.6% |
| Q4 2014 | $16,000 | -71.9% | 200 | -73.6% | 0.01% | -70.0% |
| Q3 2014 | $57,000 | -28.8% | 758 | -27.7% | 0.03% | -26.8% |
| Q2 2014 | $80,000 | +3.9% | 1,048 | 0.0% | 0.04% | -2.4% |
| Q1 2014 | $77,000 | +1.3% | 1,048 | 0.0% | 0.04% | -26.3% |
| Q4 2013 | $76,000 | +123.5% | 1,048 | +113.9% | 0.06% | +90.0% |
| Q3 2013 | $34,000 | +6.2% | 490 | 0.0% | 0.03% | +15.4% |
| Q2 2013 | $32,000 | – | 490 | – | 0.03% | – |
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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% |