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 2017 | $810,000 | +3.4% | 9,116 | +2.6% | 0.09% | +2.2% |
| Q1 2017 | $783,000 | +7.7% | 8,881 | +4.6% | 0.09% | 0.0% |
| Q4 2016 | $727,000 | +1.4% | 8,494 | 0.0% | 0.09% | -3.2% |
| Q3 2016 | $717,000 | +20.5% | 8,494 | +19.7% | 0.09% | +14.6% |
| Q2 2016 | $595,000 | +4.9% | 7,094 | 0.0% | 0.08% | +2.5% |
| Q1 2016 | $567,000 | -17.9% | 7,094 | -24.5% | 0.08% | -23.8% |
| Q4 2015 | $691,000 | +1.9% | 9,393 | 0.0% | 0.10% | -2.8% |
| Q3 2015 | $678,000 | +188.5% | 9,393 | +6.8% | 0.11% | +208.6% |
| Q2 2015 | $235,000 | -65.8% | 8,795 | 0.0% | 0.04% | -65.3% |
| Q1 2015 | $688,000 | +133.2% | 8,795 | +134.7% | 0.10% | +140.5% |
| Q4 2014 | $295,000 | +5.0% | 3,747 | 0.0% | 0.04% | -4.5% |
| Q3 2014 | $281,000 | +36.4% | 3,747 | +33.7% | 0.04% | +15.8% |
| Q1 2014 | $206,000 | – | 2,802 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |