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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $828,000 | +11.4% | 7,015 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $743,000 | +230.2% | 7,015 | +132.8% | 0.00% | +100.0% |
| Q3 2014 | $225,000 | -46.3% | 3,013 | -44.9% | 0.00% | -50.0% |
| Q2 2014 | $419,000 | -24.2% | 5,473 | -27.3% | 0.00% | 0.0% |
| Q1 2014 | $553,000 | +0.2% | 7,528 | -1.1% | 0.00% | 0.0% |
| Q4 2013 | $552,000 | +0.2% | 7,613 | -4.8% | 0.00% | -33.3% |
| Q3 2013 | $551,000 | -36.8% | 7,998 | -39.2% | 0.00% | -25.0% |
| Q2 2013 | $872,000 | +7.9% | 13,154 | +7.4% | 0.00% | 0.0% |
| Q1 2013 | $808,000 | – | 12,250 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
| Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
| Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
| O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
| Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
| Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
| Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
| Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
| Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |