SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 440 filers reported holding SPDR SERIES TRUST in Q4 2014. The put-call ratio across all filers is 1.19 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2015 | $1,241,000 | -50.3% | 16,282 | -49.0% | 0.00% | -100.0% |
Q1 2015 | $2,497,000 | -33.6% | 31,929 | -33.1% | 0.00% | 0.0% |
Q4 2014 | $3,763,000 | -16.4% | 47,751 | -20.5% | 0.00% | -50.0% |
Q3 2014 | $4,502,000 | +0.8% | 60,071 | +3.0% | 0.00% | 0.0% |
Q2 2014 | $4,465,000 | +11.8% | 58,296 | +7.4% | 0.00% | 0.0% |
Q1 2014 | $3,995,000 | -19.6% | 54,299 | -20.6% | 0.00% | 0.0% |
Q4 2013 | $4,966,000 | +12.8% | 68,380 | +7.1% | 0.00% | 0.0% |
Q3 2013 | $4,402,000 | +12.8% | 63,840 | +8.5% | 0.00% | 0.0% |
Q2 2013 | $3,903,000 | – | 58,859 | – | 0.00% | – |
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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% |