SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q3 2017. The put-call ratio across all filers is 0.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $75,898,000 | +1.5% | 831,027 | -1.2% | 0.45% | -4.4% |
| Q2 2017 | $74,781,000 | +6.0% | 841,280 | +5.1% | 0.48% | +0.4% |
| Q1 2017 | $70,581,000 | +7.0% | 800,782 | +3.9% | 0.47% | -2.9% |
| Q4 2016 | $65,962,000 | +9.4% | 770,939 | +7.8% | 0.49% | +1.9% |
| Q3 2016 | $60,317,000 | +3.0% | 714,996 | +2.5% | 0.48% | -3.2% |
| Q2 2016 | $58,563,000 | +9.2% | 697,846 | +4.0% | 0.49% | +3.3% |
| Q1 2016 | $53,627,000 | +9.6% | 670,925 | +0.9% | 0.48% | +3.2% |
| Q4 2015 | $48,921,000 | +7.3% | 664,960 | +5.2% | 0.46% | -3.5% |
| Q3 2015 | $45,609,000 | -7.3% | 632,058 | -2.1% | 0.48% | -1.8% |
| Q2 2015 | $49,191,000 | +0.1% | 645,465 | +2.7% | 0.49% | -4.1% |
| Q1 2015 | $49,163,000 | +0.3% | 628,686 | +1.1% | 0.51% | -7.1% |
| Q4 2014 | $49,022,000 | +8.6% | 622,106 | +3.3% | 0.55% | 0.0% |
| Q3 2014 | $45,147,000 | -0.6% | 602,437 | +1.6% | 0.55% | -0.7% |
| Q2 2014 | $45,433,000 | +10.2% | 593,201 | +5.9% | 0.55% | -2.8% |
| Q1 2014 | $41,220,000 | +2.1% | 560,209 | +0.8% | 0.57% | -2.9% |
| Q4 2013 | $40,372,000 | +14.6% | 555,936 | +8.8% | 0.59% | +2.4% |
| Q3 2013 | $35,219,000 | +15.0% | 510,861 | +10.6% | 0.57% | +5.9% |
| Q2 2013 | $30,617,000 | – | 461,792 | – | 0.54% | – |
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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% |