SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,626,000 | +3.0% | 18,450 | 0.0% | 4.39% | +321.3% |
| Q4 2016 | $1,579,000 | +1.5% | 18,450 | 0.0% | 1.04% | +0.3% |
| Q3 2016 | $1,556,000 | +0.5% | 18,450 | 0.0% | 1.04% | -1.5% |
| Q2 2016 | $1,548,000 | +4.0% | 18,450 | 0.0% | 1.06% | -0.1% |
| Q1 2016 | $1,489,000 | +9.7% | 18,450 | 0.0% | 1.06% | +10.1% |
| Q4 2015 | $1,357,000 | -0.5% | 18,450 | -2.4% | 0.96% | +1.9% |
| Q3 2015 | $1,364,000 | -5.3% | 18,905 | 0.0% | 0.94% | +4.7% |
| Q2 2015 | $1,441,000 | -3.2% | 18,905 | -0.7% | 0.90% | -0.8% |
| Q1 2015 | $1,489,000 | -0.7% | 19,040 | 0.0% | 0.91% | -6.7% |
| Q4 2014 | $1,500,000 | +3.9% | 19,040 | -1.2% | 0.97% | +3.9% |
| Q3 2014 | $1,444,000 | -6.5% | 19,270 | -4.5% | 0.94% | +0.1% |
| Q2 2014 | $1,545,000 | -11.4% | 20,175 | -14.8% | 0.93% | -9.7% |
| Q1 2014 | $1,743,000 | -56.2% | 23,690 | -56.8% | 1.03% | -54.7% |
| Q4 2013 | $3,979,000 | +4.2% | 54,795 | -1.1% | 2.28% | -2.3% |
| Q3 2013 | $3,820,000 | +3.6% | 55,405 | -0.4% | 2.34% | +3.2% |
| Q2 2013 | $3,689,000 | – | 55,635 | – | 2.26% | – |
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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% |