SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 326 filers reported holding SPDR SERIES TRUST in Q3 2013. The put-call ratio across all filers is 0.47 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $925,000 | +6.8% | 12,343 | +9.1% | 0.13% | +4.8% |
| Q2 2014 | $866,000 | +4.7% | 11,312 | +0.7% | 0.12% | -5.3% |
| Q1 2014 | $827,000 | -21.1% | 11,237 | -22.1% | 0.13% | -26.0% |
| Q4 2013 | $1,048,000 | +42.6% | 14,431 | +35.4% | 0.18% | -1.1% |
| Q3 2013 | $735,000 | +40.0% | 10,656 | +34.7% | 0.18% | +21.8% |
| Q2 2013 | $525,000 | – | 7,911 | – | 0.15% | – |
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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% |