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 ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |