SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 518 filers reported holding SPDR SERIES TRUST in Q3 2016. The put-call ratio across all filers is 0.72 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,405 | -6.2% | 47 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $5,761 | -91.3% | 47 | -93.7% | 0.00% | -94.4% |
| Q1 2017 | $66,000 | +1.5% | 750 | 0.0% | 0.04% | -10.0% |
| Q4 2016 | $65,000 | +1.6% | 750 | 0.0% | 0.04% | +8.1% |
| Q3 2016 | $64,000 | -31.2% | 750 | -31.8% | 0.04% | -38.3% |
| Q2 2016 | $93,000 | +5.7% | 1,100 | 0.0% | 0.06% | 0.0% |
| Q1 2016 | $88,000 | +8.6% | 1,100 | 0.0% | 0.06% | +9.1% |
| Q4 2015 | $81,000 | +2.5% | 1,100 | 0.0% | 0.06% | +1.9% |
| Q3 2015 | $79,000 | -6.0% | 1,100 | 0.0% | 0.05% | +5.9% |
| Q2 2015 | $84,000 | -2.3% | 1,100 | 0.0% | 0.05% | -1.9% |
| Q1 2015 | $86,000 | -15.7% | 1,100 | -15.4% | 0.05% | -11.9% |
| Q4 2014 | $102,000 | +5.2% | 1,300 | 0.0% | 0.06% | +1.7% |
| Q3 2014 | $97,000 | -3.0% | 1,300 | 0.0% | 0.06% | -3.3% |
| Q2 2014 | $100,000 | +4.2% | 1,300 | 0.0% | 0.06% | -7.7% |
| Q1 2014 | $96,000 | +2.1% | 1,300 | 0.0% | 0.06% | -9.7% |
| Q4 2013 | $94,000 | – | 1,300 | – | 0.07% | – |
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% |