SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $210,000 | -2.3% | 2,383 | -5.0% | 0.03% | -2.9% |
| Q4 2016 | $215,000 | -11.9% | 2,509 | -13.2% | 0.04% | -20.5% |
| Q3 2016 | $244,000 | +4.7% | 2,889 | +4.1% | 0.04% | +4.8% |
| Q2 2016 | $233,000 | +2.6% | 2,776 | -2.3% | 0.04% | -4.5% |
| Q1 2016 | $227,000 | +8.6% | 2,841 | 0.0% | 0.04% | -2.2% |
| Q4 2015 | $209,000 | -9.9% | 2,841 | -11.5% | 0.04% | -18.2% |
| Q3 2015 | $232,000 | +0.9% | 3,209 | +6.3% | 0.06% | +3.8% |
| Q2 2015 | $230,000 | – | 3,018 | – | 0.05% | – |
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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% |