SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 556 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,525,000 | 0.0% | 17,818 | 0.0% | 0.44% | +0.9% |
| Q4 2016 | $1,525,000 | +1.5% | 17,818 | 0.0% | 0.44% | +1.9% |
| Q3 2016 | $1,503,000 | -1.3% | 17,818 | -1.8% | 0.43% | -5.3% |
| Q2 2016 | $1,523,000 | +19.7% | 18,148 | +14.0% | 0.46% | +18.5% |
| Q1 2016 | $1,272,000 | +38.7% | 15,918 | +27.7% | 0.38% | +42.2% |
| Q4 2015 | $917,000 | +1.9% | 12,468 | 0.0% | 0.27% | -1.5% |
| Q3 2015 | $900,000 | -34.1% | 12,468 | -30.5% | 0.27% | +30.5% |
| Q2 2015 | $1,366,000 | +104.5% | 17,936 | +109.9% | 0.21% | +1.9% |
| Q1 2015 | $668,000 | -10.8% | 8,546 | -10.1% | 0.21% | -10.4% |
| Q4 2014 | $749,000 | +5.2% | 9,503 | 0.0% | 0.23% | +12.7% |
| Q3 2014 | $712,000 | -2.2% | 9,503 | 0.0% | 0.20% | -0.5% |
| Q2 2014 | $728,000 | -47.9% | 9,503 | -50.0% | 0.20% | -49.5% |
| Q1 2014 | $1,397,000 | +2.6% | 18,989 | +1.3% | 0.41% | -0.7% |
| Q4 2013 | $1,361,000 | -2.8% | 18,739 | -7.7% | 0.41% | -19.8% |
| Q3 2013 | $1,400,000 | +5.9% | 20,312 | +1.9% | 0.51% | +15.9% |
| Q2 2013 | $1,322,000 | – | 19,937 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |