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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,614,000 | +7.8% | 33,178 | +2.6% | 1.10% | +8.9% |
| Q3 2014 | $2,424,000 | +1.0% | 32,350 | +3.3% | 1.01% | -4.5% |
| Q2 2014 | $2,400,000 | +15.5% | 31,330 | +10.9% | 1.06% | +4.0% |
| Q1 2014 | $2,078,000 | +21.6% | 28,245 | +20.1% | 1.02% | +2.1% |
| Q4 2013 | $1,709,000 | -0.4% | 23,527 | -5.5% | 0.99% | -4.5% |
| Q3 2013 | $1,716,000 | +1.5% | 24,897 | -2.3% | 1.04% | -3.5% |
| Q2 2013 | $1,690,000 | +1.3% | 25,487 | +0.9% | 1.08% | -14.8% |
| Q1 2013 | $1,668,000 | – | 25,272 | – | 1.27% | – |
Download | ||||||
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% |