SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 366 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is 0.69 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $73,000 | -5.2% | 915 | -12.4% | 0.04% | -7.3% |
| Q4 2015 | $77,000 | -30.6% | 1,045 | -32.3% | 0.04% | -33.9% |
| Q3 2015 | $111,000 | -32.3% | 1,543 | -28.5% | 0.06% | -25.3% |
| Q2 2015 | $164,000 | +10.1% | 2,158 | +13.0% | 0.08% | +10.7% |
| Q1 2015 | $149,000 | -26.2% | 1,910 | -25.7% | 0.08% | -25.7% |
| Q4 2014 | $202,000 | -19.8% | 2,570 | -23.5% | 0.10% | -19.2% |
| Q3 2014 | $252,000 | -7.4% | 3,360 | -5.4% | 0.12% | -4.6% |
| Q2 2014 | $272,000 | +4.2% | 3,550 | 0.0% | 0.13% | +4.8% |
| Q1 2014 | $261,000 | +1.2% | 3,550 | 0.0% | 0.12% | +3.3% |
| Q4 2013 | $258,000 | -9.5% | 3,550 | -14.0% | 0.12% | -13.6% |
| Q3 2013 | $285,000 | -13.1% | 4,130 | -16.6% | 0.14% | -14.1% |
| Q2 2013 | $328,000 | – | 4,950 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |