SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $7,400,000 | +245.5% | 78,327 | +234.0% | 0.63% | +244.6% |
Q3 2017 | $2,142,000 | -77.5% | 23,449 | -78.1% | 0.18% | -73.9% |
Q2 2017 | $9,501,000 | -5.0% | 106,885 | -5.8% | 0.71% | -13.3% |
Q1 2017 | $10,000,000 | -25.3% | 113,453 | -27.4% | 0.81% | -40.2% |
Q4 2016 | $13,378,000 | +172.1% | 156,354 | +168.3% | 1.36% | +69.8% |
Q3 2016 | $4,917,000 | – | 58,281 | – | 0.80% | – |
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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% |