SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 556 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $46,761,000 | -99.9% | 546,523 | 0.0% | 18.17% | -5.0% |
| Q3 2016 | $46,104,680,000 | +0.5% | 546,523 | 0.0% | 19.12% | +1.2% |
| Q2 2016 | $45,864,208,000 | +94613.8% | 546,523 | -9.8% | 18.89% | +1.2% |
| Q1 2016 | $48,424,000 | +241.5% | 605,828 | +214.3% | 18.66% | +78.6% |
| Q4 2015 | $14,179,000 | -77.1% | 192,725 | -77.6% | 10.45% | -59.1% |
| Q3 2015 | $62,025,000 | -9.4% | 859,549 | -4.3% | 25.52% | +1.7% |
| Q2 2015 | $68,459,000 | -6.6% | 898,301 | -4.1% | 25.09% | -0.7% |
| Q1 2015 | $73,288,000 | +0.2% | 937,180 | +0.9% | 25.27% | +0.5% |
| Q4 2014 | $73,160,000 | – | 928,422 | – | 25.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |