SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 449 filers reported holding SPDR SERIES TRUST in Q1 2015. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $7,475,000 | -5.7% | 95,586 | -4.9% | 0.08% | -9.5% |
| Q4 2014 | $7,923,000 | +11.8% | 100,540 | +6.3% | 0.08% | -16.0% |
| Q3 2014 | $7,089,000 | -3.9% | 94,590 | -1.8% | 0.10% | -2.9% |
| Q2 2014 | $7,380,000 | +1.4% | 96,359 | -2.6% | 0.10% | -1.9% |
| Q1 2014 | $7,276,000 | +1.4% | 98,891 | +0.1% | 0.10% | -14.6% |
| Q4 2013 | $7,174,000 | -33.8% | 98,795 | -37.2% | 0.12% | -39.1% |
| Q3 2013 | $10,838,000 | -74.7% | 157,204 | -75.7% | 0.20% | -76.3% |
| Q2 2013 | $42,841,000 | – | 646,170 | – | 0.85% | – |
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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% |