SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 327 filers reported holding SPDR SERIES TRUST in Q2 2013. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $202,000 | -10.2% | 2,140 | -19.7% | 0.09% | -24.3% |
| Q3 2016 | $225,000 | -5.1% | 2,666 | -5.5% | 0.12% | -6.5% |
| Q2 2016 | $237,000 | -2.5% | 2,821 | -7.1% | 0.12% | -4.7% |
| Q1 2016 | $243,000 | +8.5% | 3,038 | 0.0% | 0.13% | +3.2% |
| Q4 2015 | $224,000 | -0.9% | 3,038 | -3.2% | 0.12% | -6.7% |
| Q3 2015 | $226,000 | -5.4% | 3,138 | 0.0% | 0.13% | -17.8% |
| Q2 2015 | $239,000 | +6.2% | 3,138 | +9.2% | 0.16% | +5.2% |
| Q1 2015 | $225,000 | -7.0% | 2,873 | -6.4% | 0.16% | -10.9% |
| Q4 2014 | $242,000 | -9.0% | 3,068 | -13.7% | 0.17% | -11.2% |
| Q3 2014 | $266,000 | -5.0% | 3,554 | -2.7% | 0.20% | -3.4% |
| Q2 2014 | $280,000 | +4.1% | 3,654 | 0.0% | 0.20% | -2.4% |
| Q1 2014 | $269,000 | +1.5% | 3,654 | 0.0% | 0.21% | -2.3% |
| Q4 2013 | $265,000 | +3.5% | 3,654 | -1.7% | 0.21% | -4.9% |
| Q3 2013 | $256,000 | -0.4% | 3,717 | -4.0% | 0.22% | -7.8% |
| Q2 2013 | $257,000 | – | 3,870 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |