SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 468 filers reported holding SPDR SERIES TRUST in Q4 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,160,000 | -67.7% | 12,298 | -68.8% | 0.12% | -41.5% |
| Q3 2017 | $3,595,000 | +17.2% | 39,360 | +14.1% | 0.20% | +7.9% |
| Q2 2017 | $3,067,000 | +40.5% | 34,485 | +39.2% | 0.19% | +26.7% |
| Q1 2017 | $2,183,000 | +3.3% | 24,774 | +0.7% | 0.15% | -5.1% |
| Q4 2016 | $2,114,000 | -4.9% | 24,610 | -6.6% | 0.16% | -7.1% |
| Q3 2016 | $2,222,000 | -20.2% | 26,347 | -20.7% | 0.17% | -25.1% |
| Q2 2016 | $2,785,000 | +26.9% | 33,218 | +20.9% | 0.23% | +10.2% |
| Q1 2016 | $2,194,000 | +19.0% | 27,465 | +9.5% | 0.21% | -11.2% |
| Q4 2015 | $1,844,000 | -9.4% | 25,078 | -11.3% | 0.23% | -0.9% |
| Q3 2015 | $2,036,000 | +0.5% | 28,259 | +6.6% | 0.23% | -2.1% |
| Q2 2015 | $2,026,000 | -3.1% | 26,497 | -0.9% | 0.24% | -5.2% |
| Q1 2015 | $2,091,000 | +0.4% | 26,730 | +1.1% | 0.25% | -8.0% |
| Q4 2014 | $2,082,000 | +4.5% | 26,429 | -0.9% | 0.27% | +2.6% |
| Q3 2014 | $1,993,000 | +1.1% | 26,659 | +3.7% | 0.27% | -5.7% |
| Q2 2014 | $1,972,000 | +21.0% | 25,701 | +9.9% | 0.28% | -6.3% |
| Q1 2014 | $1,630,000 | -0.9% | 23,377 | +3.2% | 0.30% | +2.7% |
| Q4 2013 | $1,645,000 | -32.1% | 22,663 | -38.0% | 0.29% | -43.7% |
| Q2 2013 | $2,423,000 | – | 36,564 | – | 0.52% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |