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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $229,000 | -0.9% | 2,953 | 0.0% | 0.72% | +0.7% |
| Q1 2015 | $231,000 | -0.9% | 2,953 | 0.0% | 0.71% | +1.0% |
| Q4 2014 | $233,000 | +5.4% | 2,953 | 0.0% | 0.70% | +72.5% |
| Q3 2014 | $221,000 | -49.9% | 2,953 | -48.7% | 0.41% | +18.3% |
| Q2 2014 | $441,000 | +4.3% | 5,752 | 0.0% | 0.34% | -2.5% |
| Q1 2014 | $423,000 | +4.7% | 5,752 | 0.0% | 0.35% | +12.4% |
| Q4 2013 | $404,000 | -96.0% | 5,752 | -96.0% | 0.32% | -81.8% |
| Q3 2013 | $10,005,000 | -27.3% | 145,123 | -30.4% | 1.73% | -25.5% |
| Q2 2013 | $13,765,000 | – | 208,496 | – | 2.33% | – |
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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% |