SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 501 filers reported holding SPDR SERIES TRUST in Q2 2016. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $404,000 | -25.9% | 4,065 | -33.3% | 0.05% | -26.5% |
Q4 2018 | $545,000 | -11.4% | 6,090 | -3.0% | 0.07% | +6.2% |
Q3 2018 | $615,000 | +15.4% | 6,281 | +9.2% | 0.06% | +6.7% |
Q2 2018 | $533,000 | +0.8% | 5,750 | -0.9% | 0.06% | 0.0% |
Q1 2018 | $529,000 | -21.9% | 5,800 | -19.0% | 0.06% | -15.5% |
Q4 2017 | $677,000 | +3.5% | 7,164 | 0.0% | 0.07% | +1.4% |
Q3 2017 | $654,000 | +2.7% | 7,164 | 0.0% | 0.07% | +1.4% |
Q2 2017 | $637,000 | -39.5% | 7,164 | -40.0% | 0.07% | -41.5% |
Q1 2017 | $1,053,000 | +0.6% | 11,946 | -2.4% | 0.12% | +6.3% |
Q4 2016 | $1,047,000 | +1.4% | 12,241 | 0.0% | 0.11% | -0.9% |
Q3 2016 | $1,033,000 | +0.6% | 12,241 | 0.0% | 0.11% | -1.8% |
Q2 2016 | $1,027,000 | +30.0% | 12,241 | +23.9% | 0.11% | +28.1% |
Q1 2016 | $790,000 | -0.1% | 9,882 | -8.1% | 0.09% | -4.3% |
Q4 2015 | $791,000 | +7.8% | 10,748 | +5.6% | 0.09% | +4.5% |
Q3 2015 | $734,000 | -24.9% | 10,178 | -20.7% | 0.09% | -25.8% |
Q2 2015 | $978,000 | -2.5% | 12,828 | 0.0% | 0.12% | -2.4% |
Q1 2015 | $1,003,000 | -16.4% | 12,828 | -15.7% | 0.12% | -14.0% |
Q4 2014 | $1,200,000 | -45.1% | 15,226 | -47.2% | 0.14% | +5.9% |
Q3 2014 | $2,184,000 | +96.9% | 28,823 | +99.0% | 0.14% | -2.2% |
Q2 2014 | $1,109,000 | +19.1% | 14,481 | +14.5% | 0.14% | +7.8% |
Q1 2014 | $931,000 | +5.9% | 12,651 | +4.5% | 0.13% | +4.1% |
Q4 2013 | $879,000 | +5.3% | 12,106 | -0.1% | 0.12% | -1.6% |
Q3 2013 | $835,000 | +3.5% | 12,117 | -0.4% | 0.12% | -0.8% |
Q2 2013 | $807,000 | – | 12,165 | – | 0.13% | – |
Download |
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% |