SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 501 filers reported holding SPDR SERIES TRUST in Q2 2016. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $3,324,000 | -5.3% | 32,947 | -6.7% | 0.81% | -5.1% |
| Q1 2019 | $3,510,000 | +9.2% | 35,310 | -1.7% | 0.85% | -11.7% |
| Q4 2018 | $3,215,000 | -42.7% | 35,919 | -46.0% | 0.96% | -64.0% |
| Q3 2016 | $5,613,000 | -6.1% | 66,534 | -6.6% | 2.67% | -16.1% |
| Q2 2016 | $5,980,000 | -72.3% | 71,259 | -78.0% | 3.18% | -9.4% |
| Q2 2013 | $21,575,000 | – | 323,787 | – | 3.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |