SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 518 filers reported holding SPDR SERIES TRUST in Q3 2016. The put-call ratio across all filers is 0.72 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 | 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% |