SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 440 filers reported holding SPDR SERIES TRUST in Q4 2014. The put-call ratio across all filers is 1.19 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $42,647,000 | +3258.0% | 591 | -96.5% | 0.03% | -97.1% |
| Q2 2015 | $1,270,000 | -1.0% | 16,667 | +1.6% | 1.04% | -3.1% |
| Q1 2015 | $1,283,000 | +1.8% | 16,406 | +2.6% | 1.07% | -0.3% |
| Q4 2014 | $1,260,000 | +14.8% | 15,990 | +9.1% | 1.07% | +6.2% |
| Q3 2014 | $1,098,000 | -11.7% | 14,650 | -9.8% | 1.01% | -18.5% |
| Q2 2014 | $1,243,000 | +9.1% | 16,235 | +4.8% | 1.24% | +14.3% |
| Q1 2014 | $1,139,000 | -100.0% | 15,485 | -75.5% | 1.08% | -73.9% |
| Q4 2013 | $4,597,209,000 | +174102.7% | 63,305 | +59.1% | 4.16% | +27.7% |
| Q2 2013 | $2,639,000 | – | 39,800 | – | 3.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |