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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,868,000 | +3.7% | 22,260 | -1.2% | 1.17% | -9.2% |
| Q1 2016 | $1,801,000 | +2.4% | 22,531 | -5.7% | 1.29% | +31.2% |
| Q4 2015 | $1,758,000 | +5.8% | 23,889 | +3.8% | 0.98% | -42.9% |
| Q3 2015 | $1,661,000 | -4.9% | 23,023 | +0.5% | 1.72% | +14.5% |
| Q2 2015 | $1,746,000 | -3.4% | 22,908 | -0.6% | 1.50% | -4.5% |
| Q1 2015 | $1,807,000 | -0.2% | 23,055 | +0.3% | 1.57% | +14.6% |
| Q4 2014 | $1,811,000 | – | 22,987 | – | 1.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |