SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 387 filers reported holding SPDR SERIES TRUST in Q1 2014. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $257,000 | +1.6% | 2,769 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $253,000 | -20.4% | 2,769 | -17.8% | 0.06% | -24.4% |
| Q4 2017 | $318,000 | +0.3% | 3,369 | -2.9% | 0.08% | +3.8% |
| Q3 2017 | $317,000 | +19.2% | 3,470 | +15.8% | 0.08% | +12.9% |
| Q2 2017 | $266,000 | +5.1% | 2,996 | +4.4% | 0.07% | +1.4% |
| Q1 2017 | $253,000 | +2.8% | 2,870 | 0.0% | 0.07% | -2.8% |
| Q4 2016 | $246,000 | +5.1% | 2,870 | +3.4% | 0.07% | +7.6% |
| Q3 2016 | $234,000 | +7.8% | 2,775 | +7.2% | 0.07% | +4.8% |
| Q2 2016 | $217,000 | +4.8% | 2,588 | 0.0% | 0.06% | -13.7% |
| Q1 2016 | $207,000 | -11.5% | 2,588 | -18.5% | 0.07% | -55.2% |
| Q1 2014 | $234,000 | +7.3% | 3,177 | +6.0% | 0.16% | +10.9% |
| Q4 2013 | $218,000 | – | 2,997 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |