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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,185,000 | -5.0% | 13,852 | -6.3% | 0.38% | +13.3% |
| Q3 2016 | $1,247,000 | +1.0% | 14,783 | +0.4% | 0.33% | -0.9% |
| Q2 2016 | $1,235,000 | +5.5% | 14,717 | +0.4% | 0.34% | +10.2% |
| Q1 2016 | $1,171,000 | +10.1% | 14,653 | +1.3% | 0.30% | +11.4% |
| Q4 2015 | $1,064,000 | +0.5% | 14,460 | -1.5% | 0.27% | -9.6% |
| Q3 2015 | $1,059,000 | -5.4% | 14,676 | 0.0% | 0.30% | -8.8% |
| Q2 2015 | $1,119,000 | -7.0% | 14,676 | -4.6% | 0.33% | -5.7% |
| Q1 2015 | $1,203,000 | -4.7% | 15,379 | -4.0% | 0.35% | -17.6% |
| Q4 2014 | $1,262,000 | -17.6% | 16,012 | -21.6% | 0.43% | -16.3% |
| Q3 2014 | $1,531,000 | -2.1% | 20,432 | +0.0% | 0.51% | -0.2% |
| Q2 2014 | $1,564,000 | +7.5% | 20,424 | +3.3% | 0.51% | +7.6% |
| Q1 2014 | $1,455,000 | +5.7% | 19,775 | +4.3% | 0.47% | +3.9% |
| Q4 2013 | $1,376,000 | +4.9% | 18,955 | -0.4% | 0.46% | +0.2% |
| Q3 2013 | $1,312,000 | +2.9% | 19,037 | -1.0% | 0.46% | +5.6% |
| Q2 2013 | $1,275,000 | – | 19,231 | – | 0.43% | – |
Download | ||||||
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% |