SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 399 filers reported holding SPDR SERIES TRUST in Q2 2014. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $929,000 | +4.9% | 9,832 | -1.4% | 0.41% | +6.2% |
| Q2 2017 | $886,000 | 0.0% | 9,968 | -0.9% | 0.38% | -3.3% |
| Q1 2017 | $886,000 | -13.5% | 10,058 | -16.0% | 0.40% | -5.5% |
| Q4 2016 | $1,024,000 | -0.2% | 11,974 | -1.5% | 0.42% | +2.2% |
| Q3 2016 | $1,026,000 | -1.2% | 12,154 | -1.7% | 0.41% | -0.2% |
| Q2 2016 | $1,038,000 | +4.5% | 12,364 | -0.5% | 0.41% | +4.3% |
| Q1 2016 | $993,000 | +13.0% | 12,424 | +4.1% | 0.40% | +17.9% |
| Q4 2015 | $879,000 | +1.7% | 11,939 | -0.4% | 0.34% | +9.4% |
| Q3 2015 | $864,000 | -8.3% | 11,989 | -3.0% | 0.31% | +3.4% |
| Q2 2015 | $942,000 | -4.1% | 12,354 | -1.6% | 0.30% | -3.6% |
| Q1 2015 | $982,000 | +11.5% | 12,554 | +12.4% | 0.31% | +8.5% |
| Q4 2014 | $881,000 | +6.5% | 11,174 | +1.3% | 0.28% | 0.0% |
| Q3 2014 | $827,000 | -7.2% | 11,033 | -5.3% | 0.28% | -1.7% |
| Q2 2014 | $891,000 | +5.1% | 11,648 | +1.1% | 0.29% | +6.2% |
| Q1 2014 | $848,000 | +0.6% | 11,521 | -0.7% | 0.27% | -6.5% |
| Q4 2013 | $843,000 | +2.1% | 11,598 | -3.1% | 0.29% | -6.1% |
| Q3 2013 | $826,000 | -16.3% | 11,973 | -19.6% | 0.31% | -16.9% |
| Q2 2013 | $987,000 | – | 14,888 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |