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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $23,000 | +4.5% | 250 | 0.0% | 0.00% | – |
| Q2 2017 | $22,000 | -50.0% | 250 | -50.0% | 0.00% | – |
| Q1 2017 | $44,000 | +109.5% | 500 | +100.0% | 0.00% | – |
| Q4 2016 | $21,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q3 2016 | $21,000 | -50.0% | 250 | -50.0% | 0.00% | – |
| Q2 2016 | $42,000 | +5.0% | 500 | 0.0% | 0.00% | – |
| Q1 2016 | $40,000 | +8.1% | 500 | 0.0% | 0.00% | – |
| Q4 2015 | $37,000 | -60.6% | 500 | -61.5% | 0.00% | – |
| Q3 2015 | $94,000 | -26.6% | 1,300 | -22.6% | 0.00% | – |
| Q2 2015 | $128,000 | -1.5% | 1,679 | 0.0% | 0.00% | – |
| Q1 2015 | $130,000 | -17.2% | 1,679 | -15.8% | 0.00% | – |
| Q4 2014 | $157,000 | -99.9% | 1,994 | -33.4% | 0.00% | – |
| Q3 2014 | $224,371,000 | +193.0% | 2,994 | +199.4% | 0.00% | – |
| Q2 2014 | $76,590,000 | +4.1% | 1,000 | 0.0% | 0.00% | – |
| Q1 2014 | $73,580,000 | +1.3% | 1,000 | 0.0% | 0.00% | – |
| Q4 2013 | $72,620,000 | +5.3% | 1,000 | 0.0% | 0.00% | – |
| Q3 2013 | $68,940,000 | +4.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2013 | $66,300,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
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% |