SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 482 filers reported holding SPDR SERIES TRUST in Q1 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $201,000 | -2.0% | 2,124 | -5.6% | 0.03% | -6.9% |
| Q3 2017 | $205,000 | -11.3% | 2,249 | -13.5% | 0.03% | -14.7% |
| Q2 2017 | $231,000 | -1.7% | 2,599 | -2.6% | 0.03% | -8.1% |
| Q1 2017 | $235,000 | 0.0% | 2,669 | -2.7% | 0.04% | -7.5% |
| Q4 2016 | $235,000 | +1.7% | 2,744 | 0.0% | 0.04% | -2.4% |
| Q3 2016 | $231,000 | -30.2% | 2,744 | -30.4% | 0.04% | -32.8% |
| Q2 2016 | $331,000 | +25.9% | 3,944 | +10.3% | 0.06% | +24.5% |
| Q1 2016 | $263,000 | 0.0% | 3,575 | 0.0% | 0.05% | 0.0% |
| Q4 2015 | $263,000 | +1.9% | 3,575 | 0.0% | 0.05% | +4.3% |
| Q3 2015 | $258,000 | -22.5% | 3,575 | -18.3% | 0.05% | -14.5% |
| Q2 2015 | $333,000 | -13.5% | 4,375 | -11.2% | 0.06% | -14.1% |
| Q1 2015 | $385,000 | -1.5% | 4,925 | 0.0% | 0.06% | -35.4% |
| Q4 2014 | $391,000 | -2.0% | 4,925 | -7.5% | 0.10% | -28.8% |
| Q3 2014 | $399,000 | -4.8% | 5,325 | -2.7% | 0.14% | -6.7% |
| Q2 2014 | $419,000 | -1.2% | 5,475 | -5.2% | 0.15% | -9.1% |
| Q1 2014 | $424,000 | -3.9% | 5,775 | -4.9% | 0.16% | +10.8% |
| Q4 2013 | $441,000 | -10.7% | 6,075 | -15.3% | 0.15% | -17.8% |
| Q3 2013 | $494,000 | -2.8% | 7,175 | -6.5% | 0.18% | -15.1% |
| Q2 2013 | $508,000 | – | 7,675 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |