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 2019 | $226,000 | +1.8% | 2,200 | 0.0% | 0.18% | +8.9% |
| Q2 2019 | $222,000 | -5.1% | 2,200 | -6.4% | 0.17% | -6.7% |
| Q1 2019 | $234,000 | +11.4% | 2,350 | 0.0% | 0.18% | -1.1% |
| Q4 2018 | $210,000 | -8.7% | 2,350 | 0.0% | 0.18% | +7.7% |
| Q3 2018 | $230,000 | +5.5% | 2,350 | 0.0% | 0.17% | -0.6% |
| Q2 2018 | $218,000 | -2.2% | 2,350 | -4.1% | 0.17% | -4.5% |
| Q1 2018 | $223,000 | -3.5% | 2,450 | 0.0% | 0.18% | +6.6% |
| Q4 2017 | $231,000 | +13.8% | 2,450 | +6.5% | 0.17% | +7.7% |
| Q1 2017 | $203,000 | -19.4% | 2,300 | -22.0% | 0.16% | -20.1% |
| Q4 2016 | $252,000 | -64.5% | 2,950 | -64.9% | 0.19% | -66.0% |
| Q3 2016 | $709,000 | -0.6% | 8,400 | -1.2% | 0.57% | -0.9% |
| Q2 2016 | $713,000 | +5.0% | 8,500 | 0.0% | 0.58% | +4.4% |
| Q1 2016 | $679,000 | +6.9% | 8,500 | -1.4% | 0.55% | +3.4% |
| Q4 2015 | $635,000 | +2.1% | 8,625 | 0.0% | 0.53% | -4.8% |
| Q3 2015 | $622,000 | -9.9% | 8,625 | -4.7% | 0.56% | -1.1% |
| Q2 2015 | $690,000 | -2.5% | 9,050 | 0.0% | 0.57% | -7.8% |
| Q1 2015 | $708,000 | -0.7% | 9,050 | 0.0% | 0.61% | +1.0% |
| Q4 2014 | $713,000 | -1.4% | 9,050 | -6.2% | 0.61% | -4.3% |
| Q3 2014 | $723,000 | -2.2% | 9,650 | 0.0% | 0.64% | -2.0% |
| Q2 2014 | $739,000 | +1.0% | 9,650 | -3.0% | 0.65% | -1.2% |
| Q1 2014 | $732,000 | +2.7% | 9,950 | +1.3% | 0.66% | -0.9% |
| Q4 2013 | $713,000 | – | 9,825 | – | 0.66% | – |
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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% |