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 2019 | $1,316,000 | +4.9% | 12,230 | 0.0% | 0.17% | -2.2% |
| Q3 2019 | $1,255,000 | +1.7% | 12,230 | 0.0% | 0.18% | +2.9% |
| Q2 2019 | $1,234,000 | +31.6% | 12,230 | +29.7% | 0.17% | +31.1% |
| Q1 2019 | $938,000 | +11.1% | 9,430 | 0.0% | 0.13% | -3.6% |
| Q4 2018 | $844,000 | -8.7% | 9,430 | 0.0% | 0.14% | +8.7% |
| Q3 2018 | $924,000 | +5.6% | 9,430 | 0.0% | 0.13% | +5.0% |
| Q2 2018 | $875,000 | -14.6% | 9,430 | -16.0% | 0.12% | -14.3% |
| Q1 2018 | $1,024,000 | -3.5% | 11,225 | 0.0% | 0.14% | +4.5% |
| Q4 2017 | $1,061,000 | +21.1% | 11,225 | +17.0% | 0.13% | +16.5% |
| Q3 2017 | $876,000 | +9.2% | 9,590 | +6.3% | 0.12% | +7.5% |
| Q2 2017 | $802,000 | +0.8% | 9,025 | 0.0% | 0.11% | -2.7% |
| Q1 2017 | $796,000 | +3.1% | 9,025 | 0.0% | 0.11% | -1.8% |
| Q4 2016 | $772,000 | +1.3% | 9,025 | 0.0% | 0.11% | -2.6% |
| Q3 2016 | $762,000 | +0.7% | 9,025 | 0.0% | 0.12% | -2.5% |
| Q2 2016 | $757,000 | +5.0% | 9,025 | 0.0% | 0.12% | -7.1% |
| Q1 2016 | $721,000 | +8.6% | 9,025 | 0.0% | 0.13% | +9.5% |
| Q4 2015 | $664,000 | +2.0% | 9,025 | 0.0% | 0.12% | -2.5% |
| Q3 2015 | $651,000 | -10.6% | 9,025 | -5.5% | 0.12% | -1.7% |
| Q2 2015 | $728,000 | -2.5% | 9,550 | 0.0% | 0.12% | -8.3% |
| Q1 2015 | $747,000 | -0.8% | 9,550 | 0.0% | 0.13% | 0.0% |
| Q4 2014 | $753,000 | +5.3% | 9,550 | 0.0% | 0.13% | -7.7% |
| Q3 2014 | $715,000 | -3.5% | 9,550 | -1.3% | 0.14% | +2.1% |
| Q2 2014 | $741,000 | +4.1% | 9,680 | 0.0% | 0.14% | -4.8% |
| Q1 2014 | $712,000 | – | 9,680 | – | 0.15% | – |
Download | ||||||
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% |