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 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 | 2,281,035 | $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% |